MEET THE TEAM

Where Passion, Client Advocacy, and Holistic Focus
Drive our Clients' Success

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

Director of Communications

Service Offerings

Frequently Asked Questions

Our Process

I want to work with an advisor who puts MY interests FIRST.

         


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Harvey Investment Management, Inc.
102 S. Tejon Street, Suite 500
Colorado Springs, CO 80903

719.960.0970

Legal & Privacy

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

© 2021 Harvey Investment Management, Inc.