Heck Happenings

Heck Capital caps off another successful Light It Up Blue campaign! Thank you to everyone who participated and helped raise awareness for Autism this April.

We are pleased to announce the promotion of Otona Lavendar to Senior Associate. Otona’s role within Client Service is to work closely with our advisors to facilitate client requests, and strengthen client relationships.

Heck Capital is excited to announce new services to help invest, grow, and protect for your family and/or corporation’s legacy in 2018. We value our client relationships. We also are approachable, accessible, and accountable.

We are pleased to announce the promotion of Ben Opsal to Senior Associate.

Heck Capital is pleased to provide enhancements to our Portfolio Management Strat­egies. See below for details regarding our new and updated investment styles.

In an effort to further expand our reach, we have opened an office in the Minneapolis/St. Paul area. This executive suite has been strategically opened in an area where we have seen tremendous growth and future potential. The purpose of this office is to provide a meeting space for our advisors to meet with clients face-to-face in the greater Minneapolis area.

We are proud and honored to share with you that May 18th signifies the 10 year anniversary of Heck Capital Advisors, LLC! This past decade marks the most recent chapter in a legacy of providing financial guidance and investment advisory services to our clients, dating back to 1958.

We are excited to announce that our brand new website is LIVE! You can expect a more interactive. modern, and user-friendly experience. Additional tools and resources to complement our comprehensive financial guidance and planning are available as well as a simpler and clearer description of our values, services, and capabilities for clients.

We are pleased to announce the promotion of Nils Dillon to Associate Director in the Analytics Department. Nils joined the company seven years ago and has worked extensively in Portfolio Management, Consulting, and Analytics.

Heck Capital is pleased to provide new ways to utilize our Multifactor Equity ETF and Strategic Fixed Income investment styles. These three new additions to our indexing strategies will provide a 70/30, 50/50, and 30/70 allocation to stocks and bonds respectively.