SERVICE OFFERINGS

EVERYTHING WE DO IS GROUNDED
IN
ONE ULTIMATE OBJECTIVE:

SERVING OUR CLIENTS

We are a financial advisory practice that maintains strict standards of integrity and professionalism. We believe strongly in putting our clients’ needs above our own and work closely with them to provide objective, tailored solutions that help enhance their lives. Our services extend beyond traditional wealth management and financial planning.


Wealth Management Services Offered by Harvey Investment Management, Inc.

Estate & Financial Planning

  • Education and retirement planning

  • Family gifting

  • Generational education programs

  • Succession planning

Family Office & Executive Banking

  • Bill pay

  • Cash management

  • Checking accounts

  • College funding

  • Document management

  • Health care and insurance resources

  • Investment banking and business valuation services

Investment Management

  • Alternative investment solutions

  • Asset allocation

  • Consolidated reporting

  • Customized investment strategies

  • Portfolio management

  • Risk management

  • Tactical deployment

Lending Solutions

  • Financing strategies

  • Highly competitive lending rates via our custodian

  • Referral relationships in place for non-custodian lending solutions

Philanthropic Strategy & Planning

  • Charitable planning

  • Donor advised funds

  • Family foundations

Tax Management

  • Estimation of gains and/or losses on taxable accounts

  • Estimation of returns for alternative investments

  • Proactive harvesting of losses across investments

  • Tax summaries, 1099s, and K1s provided to clients and CPAs



WOULD YOU LIKE TO DISCOVER THE DIFFERENCES OUR CLIENTS EXPERIENCE WHEN WORKING WITH US?

IF YOU ARE INTERESTED IN WORKING WITH OUR TEAM, CONTACT US

SO THAT WE CAN CONNECT YOU WITH THE APPROPRIATE ADVISOR.

In addition to assisting our clients in their wealth management efforts, we are passionate about providing education to improve overall financial literacy. We offer numerous opportunities for financial education including our Wealth of Knowledge blog, video series, and financial seminars.

Click on one of the images below for more information.

         


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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.