Heritage Capital Research

Heritage Capital Research, located at 19263 West 85th Bluff in Arvada, Colorado, is a leading institution in the field of finance. Specializing in Portfolio Management Consulting for Financial Professionals, HCR offers customized investment strategies and portfolio signals to help advisors navigate the complex world of investments.

Using a modernized Multi-Methodology™ approach to portfolio design and diversification, HCR believes in preparing portfolios for any financial storm that may come their way. The institution's founder, David Moenning, has been awarded top honors in the NAAIM Portfolio Strategy Competition, showcasing the expertise and dedication of the team.

In addition to portfolio management consulting, HCR also offers Outsourced Chief Investment Officer Services (OCIO) for advisors looking to outsource their portfolio design and management responsibilities. With a focus on risk management strategies, HCR aims to reduce exposure to risk during times of market stress while maximizing gains during bullish market conditions.

As more advisors seek help with portfolio construction and management, HCR provides a valuable resource for those looking to enhance their client-facing activities and bring additional expertise to their firms. With a track record of success and a commitment to excellence, Heritage Capital Research is a trusted partner for financial professionals seeking to achieve their investment goals.