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Who We Are
Heck Capital is an Independent Registered Investment Advisory Firm that provides comprehensive investment management, personalized advice, and strategic financial guidance. We serve goal-driven individuals, families, established institutions, non-profit organizations, and foundations/endowments. We strive to help our clients simplify their financial lives, achieve their investment objectives, and create lasting legacies.
Our Services
Investment Advisory
Our proprietary research and proven institutional-quality investment selection process provides families and individuals with highly customized, effective investment solutions.
Institutional Services
We provide discretionary and non-discretionary institutional investment services for ERISA retirement plans, corporations, foundations /endowments, family offices, high-net worth individuals, and trusts.
Financial Guidance
Financial guidance is a lifelong process that assists you and your family in taking control of your financial future and building your lasting legacy.
Legacy Investing
We help our clients prepare for life and legacy to ensure your wealth and values can be transitioned to future generations.
High Touch
Personalized investment management delivered with a collaborative, integrated approach. We'll help you stay connected to your financial standing and goals.
High Tech
We're constantly reinvesting in the business to complement our first class client experience.
Integrated Financial Guidance and Investment Solutions delivered with the special care, attention, and high tech resources needed to protect and grow your wealth.
Longstanding Investment Focus
Based on your unique situation, we will research and identify opportunities to improve your investment strategy including your risks, costs, and objectives.
Our Reach
Heck Capital is uniquely positioned to develop an exceptional partnership with our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach.
Regionally, our offices in Rhinelander, Milwaukee, and Minneapolis, are optimally located to provide investment management strategies and financial planning to our Midwestern clients.
Contact Us
Toll-free: 877-432-5330
Rhinelander
15 E. Anderson Street
P.O. Box 738
Rhinelander, WI 54501
Phone: 715-361-1500 | Fax: 715-361-1515
Milwaukee
833 E. Michigan Street, Suite 1460
Milwaukee, WI 53202
Phone: 414-509-6630 | Fax: 414-509-6633
Minneapolis
West End Plaza
1660 S. Highway 100, Suite 500
St. Louis Park, MN 55416
Phone: 877-432-5330
Test Block
To access your Investment account(s) information through Investor 360:
To access your Retirement Plan Analysis through Money Guide Pro:
