In 2017, we set out to deliver a higher level of client service and advocacy and formed Harvey Investment Management, Inc. Our advisors average 25 years’ financial experience and currently manage over $300 million in assets. We embrace financial transparency, are a fee-based advisory practice, and serve as our clients’ fiduciaries. To help protect our clients, we work with Hightower Securities as our broker/dealer and third-party custodians such as Charles Schwab and Fidelity.
Founder, President, and CEO
Senior Financial Advisor
Senior Financial Advisor
Investment Advisor
Director of Client Relations
Director of Communications
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. Brokercheck.finra.org
© 2023 Harvey Investment Management, Inc.