Heritage Capital Research is an independent, privately owned investment advisory firm located in the Denver area, focusing on customized portfolio management services for financial professionals.
Heritage Capital Research (HCR) is an independent, privately owned investment advisory firm located in the Denver area. The firm focuses on providing customized, portfolio management services to financial professionals.
Their founder David D. Moenning began his investment career in 1980 and has been an independent money manager since 1987, founding Heritage Capital Management with a risk-managed approach to markets. The firm believes managing the risks of the markets is 'mission critical' as no investor would choose to intentionally remain fully invested during severe bear market declines. Services include Outsourced CIO services, white-labeled investment models, and investment committee participation. HCR was recognized in the 2018 NAAIM Shark Tank Competition where their founder captured top honors.
Customized portfolio management services tailored to financial professional needs.
Customized portfoliosTailored solutions
Investment Committee Participation
Participation in client investment committees to provide expertise and guidance.
Committee participationExpert guidance
White-Labeled Investment Models
White-labeled investment models for financial advisors to use with their clients.
Investment modelsAdvisor support
Credentials & Certifications
NAAIM (National Association of Active Investment Managers) Leadership
2018 NAAIM Shark Tank Competition - Top Honors
Since 2018
Frequently Asked Questions
What is Heritage Capital Research? +
Heritage Capital Research is an independent, privately owned investment advisory firm located in the Denver area, focusing on providing customized, portfolio management services to financial professionals.
What is OCIO? +
OCIO stands for Outsourced Chief Investment Officer. At HCR, OCIO services start and stop with becoming an investment management partner to financial advisor firms, providing design, management, and ongoing oversight of investment strategies.
What is Heritage Capital Research's investment philosophy? +
Heritage Capital Research believes managing the risks of the markets is 'mission critical' as they believe no investor would choose to intentionally remain fully invested in the stock market during severe bear market declines.
Who is the founder of Heritage Capital Research? +
David D. Moenning is the Founder and CIO of Heritage Capital Research. He began his investment career in 1980 and has been an independent money manager since 1987. He was CIO for an RIA firm responsible for $1.2 billion before founding HCR.
Where is Heritage Capital Research located? +
Heritage Capital Research is located in the Denver area. David Moenning resides in Golden, Colorado.
