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Client Portal

Leveraging our

EXPERIENCE
to help build your
LEGACY.

Meet the Team

WHERE ARE YOU IN YOUR FINANCIAL JOURNEY?

EMERGING INVESTORS

Automated Solutions for Beginning Investors

Minimum Investment:
$25,000

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ESTABLISHED INVESTORS

Comprehensive Wealth Management Solutions

Minimum Relationship:
$250,000

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QUALIFIED INVESTORS

Customized Solutions and Expansive Service

Minimum Investable Assets:
$2,500,000

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Harvey Investment Management Team

OUR TEAM

Meet the Team

HARVEY INVESTMENT MANAGEMENT, INC. is a multi-faceted team of talented client-focused financial professionals, most of whom have worked together for many years. Our team is proud to follow the fiduciary standard and have an obligation to act in our clients’ best interest and provide them with impartial advice. We enjoy being an integral part of our client’s lives and helping them achieve their financial goals.

CONTACT US TO LEARN HOW WE CAN HELP PRESERVE AND GROW YOUR WEALTH

EXPLORE OUR WEALTH OF KNOWLEDGE