Institutional Services

Heck Capital Advisors provides institutional investment advisory services for ERISA retirement plans, corporations, foundations/endowments, family offices, high-net worth individuals, and trusts. Investment advisory services may be in a discretionary or non-discretionary capacity, including our ability to act as an Outsourced Chief Investment Officer (OCIO).

The ERISA-based retirement plans we service vary widely across industry, location, and plan design, and include services in both a discretionary 3(38) and non-discretionary 3(21) capacity. Being an independent advisor allows Heck Capital to follow a disciplined investment approach, provide Fiduciary oversight and keep up with industry trends and best practices for the benefit of the Plan’s Participants. Regardless of the type of Plan Sponsor or discretionary status in which our services are retained, we are an Independent Fiduciary Advisor to all our clients.

Our Fiduciary duty extends to our Non-Profit clients as well. Heck Capital provides institutional investment services to many different Non-Profit entities, including Endowments, Private and Family Foundations, Public Foundations, Community Foundations, Religious Institutions, and other 501(c)3 organizations.

Heck Capital provides institutional research and reporting services for:


Corporations | Retirement Plans | Foundations | Endowments | Family Offices
High Net-Worth Individuals | Trusts