Our Established Investors typically came to us from the old school financial model – their fees and costs may not have been disclosed, they were offered a limited selection of products and services, and may not have been informed of conflicts of interest such as sales contests within the firm.
However, what they have found in working with Harvey Investment Management, Inc. is that we serve as their fiduciary - we disclose conflicts of interest, any fees or costs they may incur, and place their interests above our own. In addition, we offer them a broad array of investment strategies and products based upon their needs. Wherever you are in your financial journey, we offer a customized approach, putting you at the center of our relationship.
If you are not an Established Investor or have different needs, we offer other options just for you. But first, we have to ask ...
Seeing a cost-effective automated approach
Investors with complex financial needs