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
Client Service Specialist
Director of Communications
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
© 2024 Harvey Investment Management, Inc.