We act as our clients’ fiduciary
At Harvey Investment Management, Inc., we follow the fiduciary standard and have a legal responsibility to put our clients’ interests above our own when providing financial advice. We disclose material conflicts of interest and are transparent about our fees. As we are not part of a large wirehouse company that creates financial products and do not offer products that pay us a commission, our clients know we are giving them objective financial advice.
We help our clients address their comprehensive wealth management needs through tailored plans that lead to action. We actively monitor the markets and make adjustments regularly based on economic cycles and life events. To further help protect and manage our clients’ assets, we have partnered with a broker-dealer and third-party custodian.
Our clients who have elected to use our more traditional service models may expect the following: