Experience

Set a New Standard for Your Finances

Amid an increasingly complicated financial arena, we believe achieving your financial goals requires:

  • Solid, objective advice
  • Meaningful, timely information and research
  • Easy access to the investments and services that best fit your specific circumstances
  • Unparalleled client service
  • A commitment to low fees
    .

Account Protection

To give clients the maximum level of protection for their accounts, the LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities coverage to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations. The account protection applies when a SIPC firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

The Power of Advice

Keeping up with increasingly complex financial markets demands a high level of expertise and extensive resources, Harris Financial Group has access to world-class research, state-of-the-art technology and comprehensive investment tools. Together, we will map out an investment plan that is tailored to your goals, risk tolerance and time horizon.

Fee-Based Guidance
Fee-based asset management allows you and your financial advisor to share a common goal – to grow the value of your assets. A long-term approach to investing, fee-based asset management ties your advisor’s compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of your account. You and your advisor concentrate on what matters most – building an investment portfolio designed to help meet your specific needs.

Flexible Strategies

There is no “one-size-fits-all” strategy. Your unique circumstances and personal objectives dictate the method of investing as well as the types of vehicles chosen to help pursue them. Harris Financial Group is free to offer you the investments best suited to meet your financial goals. Investments you already own can be combined with the ones we select to complete your customized portfolio and help the success of your long-term plan.

Let’s Work Together to Help Meet Your Goals

Strategic Asset Management leverages an extensive consultative process that focuses on understanding and meeting your needs. This goal-oriented process follows a comprehensive, four-step approach.

STEP 1: Define Your Goals and Objectives
We will consider:

  • Investment Goals
  • Risk Tolerance
  • Time Horizon
  • Performance Expectations
  • Income Needs
  • Liquidity Requirements
  • Tax Considerations
  • Current Investments

STEP 2: Determine Your Investment Strategy
Focusing on:

  • Asset Allocation
  • Diversification
  • Risk/reward Characteristics of Asset Classes
  • Correlation Between Asset Classes

STEP 3: Build Your Portfolio
Using investment vehicles – designed to meet your specific needs

STEP 4: Manage and Monitor Your Portfolio
Including:

  • Regular Meetings and Discussions
  • Active Ongoing Portfolio Reviews
  • Periodic Re-Examining of Your Investment Strategy
  • Rebalancing Decisions
  •  Consolidated Quarterly Performance Reports
  • Access to Your Account Online

 

Comments

  1. David Tanen says:

    Please tell Jamie Cox that he killed it on CNBC today when he said how those with CDs and money in the bank have “pretty much been screwed” in this zero interest environment. I laughed out loud and agree with the concept. (a twofer!). Well said.

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