Our Values and Commitment to Excellence
INTEGRITY
Heck Capital is different from many of our peers in our structure which is completely independent of any bank, brokerage firm, or mutual fund company. Our independence is a priority to always treat our clients at the highest fiduciary level possible which helps reduce conflicts of interest. Heck Capital believes our clients should have an independent investment advisory firm with a high level of integrity and values, and an independent custodian with best practices for security.
HIGH TOUCH SERVICE
Heck Capital is approachable, accountable, and accessible. In today’s fast paced world, clients need and demand on-going monitoring, simplification, and personalized service and strategies. Heck Capital provides 12 monthly updates, 4 quarterly Perspectives, and meetings to help provide successful client relationships. Our success is measured in client relationships over many decades and an extremely high client retention rate.
SMART INVESTING
Heck Capital provides exceptional investments strategies focusing on smart investment selection and monitoring processes that require a disciplined process including comprehensive, independent research and a long-term, institutional-quality investment approach.
COMPETITIVE PRICING
Client relationships are strengthened through Heck Capital's competitive, low cost of services. Transparency is a key principle of every client relationship, including costs which remain attractive within the industry. We strive to keep cost of services low to benefit our clients. Competitive costs also help drive net portfolio returns. Heck Capital regularly benchmarks service offerings against peers.
