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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.

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Multi-Methodology Investing™

A modern approach to portfolio design

HCR believes traditional asset allocation has failed advisors since the turn of the century and that a modernized approach to portfolio design is required in today's markets.

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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.

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State of the Market

Yet another important economic indicator recently came in well above expectations. In case you were otherwise occupied, it is worth noting that nonfarm payrolls accelerated in March by 916,000, which was well above the consensus estimate of 675,000. Good news indeed.

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Heritage Capital Research

98 Wadsworth Blvd #127-3028
Lakewood, CO 80226

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

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