Resources

Client Fee Schedule

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.

Learn More >

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.

Learn More >

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.

Learn More >

State of the Market

As we venture forth into the "brave new world" that is 202, it is common to assume that the markets will continue acting as they had been before New Year's. However, in looking around at the landscape, I see changes taking place...

Learn More >

Company

About Us Why HCR Privacy Policy Disclosure Terms of Use

Risk Management

Risk Management Services What Risk Management Can and Can't Do

Contact Us

Heritage Capital Research

98 Wadsworth Blvd #127-3028
Lakewood, CO 80226

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

Connect with Us

RSS

Advisory Services offered through Heritage Capital Advisors LLC dba Heritage Capital Research
© COPYRIGHT 2021 Heritage Capital Research. All Rights Reserved.
Website development by New Media Campaigns