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HCR Wins 2018 NAAIM Shark Tank Competition

We are pleased to announce that we won the 2018 NAAIM Shark Tank Competition

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Serving Financial Advisors Since 1989

Customized portfolio solutions for advisors

Advisors are increasingly turning to outsourcing to create more time for client-facing activities and to bring additional experience/expertise to their firms.

Outsourced CIO Services

Outsourced Chief Investment Officer service

A recent study shows 72% of advisors seek help with portfolio construction, ongoing management, trading and/or performance analysis.

Risk Managed Solutions

Are you ready for the next financial storm?

HCR's risk managed strategies strive to reduce exposure to risk in times of extreme stress and to participate in market gains when the bulls are running.

State of the Market

The mood appears to have improved on Wall Street with the S&P finishing the week on a 9-day heater and the first back-to-back weekly gains since January. The question of course, is how far can the bulls run from here?

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Heritage Capital Research

19263 W 85th Bluff
Arvada, CO 80007

Phone: (303) 670-9761
Email: Info@HeritageCapitalResearch.com

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