We conduct our business in a way that is true to ourselves, which makes it easy to offer all of our clients a consistent experience when working with Harvey Investment Management, Inc. In fact, we pride ourselves on our Six Hallmarks of Service. Our advisors have an average of 25 years' experience in the financial industry, so we understand the swings in the market as well as the nuances of managing your money in a complex world.
We formed our practice with our clients in mind, and we are proud to serve as their fiduciary. We recommend products based upon our client needs (not our own), use a third-party asset custodian for added protection, and are transparent about our fees. We don't believe in the "set it and forget it" approach to asset management.
We formed our practice with our clients in mind, and we are proud to serve as their fiduciary. We recommend products based upon our client needs (not our own), use a third-party asset custodian for added protection, and are transparent about our fees. We don't believe in the "set it and forget it" approach to asset management.
Services
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.
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.
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 have put together some answers to our most frequently asked questions. If you still have questions, please feel free to contact us at 719.960.0969 or Harvey@RIAgroups.com. Every client has different communication needs. During our first few meetings, we will have a discussion to understand how often you would like us to communicate with you.
Our goal is to help educate women of all ages about financial concepts, no matter their experience or knowledge. While some may be intimidated initially, they want to increase their confidence in handling their financial lives. We offer our Financially Educated Women's seminars in a casual and relaxed atmosphere, so the attendees can learn from our guest speakers, advisors, and each other.
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