Engaging HCR can create expanded expertise and service for your firm - and more time for client-facing activities for you.

Advisors today are faced with a combination of fee compression and increased demand for services/expertise. Thus, a growing industry trend is to incorporate outsourced solutions to: (1) expand their firm's services, (2) control costs, and (3) create more time for client-facing activities.

Advisors also recognize that competition from custodians, fund companies, and robo-platforms continues to evolve/increase. Thus, it is more important than ever for advisory firms to differentiate themselves from the pack.

As a result, advisors are turning to outsourced solutions in order to expand their firm's investment management services and create more time for client-facing activities.

HCR's Primary Service: 

At HCR, our primary focus is providing outsourced investment management solutions for financial advisors. Services including:

Customized Service Model

HCR utilizes a customized, consultative approach. Instead of an off-the-shelf, one-size-fits-all product/service offering, HCR works with advisors one-on-one to develop investing/portfolio solutions customized to fit their firm's needs.

Three Ways to Work with HCR:

  • Consulting Services - HCR works directly with your firm to design and manage custom portfolio strategies
  • Signal Provider - HCR provides real-time updates to portfolios developed for your firm
  • Sub-Advisor  - HCR can manage and trade portfolio solutions as a sub-advisor to your firm

Have Questions? Want more Info? Contact Heritage or give us a call at (303) 670-9761

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