We conduct our business in a way that is true to ourselves, which makes it easy to offer all of our clients a consistent experience when working with Harvey Investment Management, Inc.. In fact, we pride ourselves on our Six Hallmarks of Service.
You Will Soon Discover That We Are:
Intelligent:
Our advisors have an average of 25 years’ experience in the financial industry, so we understand the swings in the market as well as the nuances of managing your money in a complex world.
Trustworthy:
We formed our practice with our clients in mind, and we are proud to serve as their fiduciary. We recommend products based upon our client needs (not our own), use a third-party asset custodian for added protection, and are transparent about our fees.
Proactive:
We don't believe in the "set it and forget it" approach to asset management. We continue to invest in research and technology to enable more informed decision-making, and we analyze market performance and adjust portfolios as needed.
Accessible:
We appreciate that our clients have worked hard to build their financial future and we strive to communicate with them on their terms. Our clients can reach us via multiple communication channels to help ensure their questions are answered promptly.
Personal:
The language of wealth management may be impersonal, but we are not. We view our clients as our partners and take the time to get to know and understand where they are in their financial journey before crafting a tailored strategy to help them reach their goals.
Passionate:
For us, wealth management is not a job - it is our passion. Our goal is to open up the world of wealth management by helping to educate anyone with a desire to learn as they grow their legacy. Let us show you what's possible!
Want to Know More About
Our Professional Team of Advisors?
Learn how Brad personally curated a talented team dedicated to helping clients achieve their financial goals.
Meet the Team
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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
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