ERISA RETIREMENT PLANS
CORPORATIONS
FOUNDATIONS
ENDOWMENTS
TRUSTS
“I believe our independence is our greatest differentiator, and the major cultural institutions and corporations we work with benefit from objective decision-making that’s free from conflicts of interest.”
JOHN R. MOORE, CFA
DIRECTOR, INSTITUTIONAL AND CORPORATE ADVISOR
Portfolio Construction
Heck Capital’s institutional advisory team has extensive experience in managing investment portfolios for institutional clients, and a deep understanding of their unique requirements, regulatory constraints, and strategic objectives.
Our highly-skilled advisors and research analysts develop customized investment solutions aligned with the mission of your institution, focusing on capital preservation, growth, and distribution requirements.
Direct Indexing
Asset Allocation
Equity & Fixed Income
Custom Mandates
Cash Management
Real assets
Alternatives
Private Markets
By the Numbers
0
Funds Screened
Data as of 5/27/26
0
Selected for Client Portfolios
Data as of 5/27/26
-
RESEARCH
Heck Capital Advisors’ investment manager search and selection process is both meticulous and robust, leveraging the capability to screen thousands of individual equities, bonds, ETFs, mutual funds, and Separate Accounts/CITs. Our analysts and portfolio managers access diverse research avenues alongside various other proprietary analytical tools.
-
REPORTING
Heck Capital offers reporting solutions that directly complement our research and investment process. Our reporting capabilities are aimed at providing simplification, efficiency, and transparency for our clients.
-
FIDUCIARY RESPONSIBILITY
Heck Capital actively educates boards on the fiduciary standards set forth in the Investment Advisers Act of 1940, ensuring that board members understand and meet their obligations.
We provide guidance on prudence, care, and diligence required for fiduciary roles, and emphasize the importance of full and fair disclosure, avoiding conflicts of interest, and acting in the best interests of the organization.
401(k) AND PENSION SERVICES
Target-date fund review
Investment policy development, plan and investment menu design
Investment manager fund selection, monitoring, and review
ESG integration and consideration
Fiduciary documentation compliance and duty
Quarterly meetings, education and committee training
Vendor management and issue resolution
Transition to record-keeper, watch list/historical manager transition