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.
Harvey Investment Management, Inc. is an affiliate of Resolute Independent Advisors, LLC.
© 2023 Harvey Investment Management, Inc.