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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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Managing Market Risk is Mission Critical

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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NAAIM Investing Strategy Winner

HCR's Dave Moenning Takes Home Top Honors

Each year NAAIM hosts a competition to search out the best actively managed investment strategies. In April 2018 HCR's founder Dave Moenning took home first place for his T.A.A.P. strategy.

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State of the Market

There can be little argument that stock market valuations are either at or near record high levels. And there has been a lot of talk from some high profile analysts. So, is it time to worry?

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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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