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| Home > Wealth Management > Investment Management |
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Harris Private Bank offers
a number of investment management options, based on your needs and preferences.
With a full understanding of your goals and financial situation, our
experienced investment professionals work with you to create a custom
discretionary investment portfolio. We can also can help you find best-in-class
third party investment managers and take an open architecture approach for all
or part of your holdings.
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Custom Portfolio Management
The process of assembling a custom-tailored portfolio can be integrated into your overall financial and estate plan*. Portfolios are structured to meet your financial goals, and can incorporate your charitable objectives.
Experienced portfolio management is the difference. You will enjoy a relationship with a portfolio manager equipped to design and implement a portfolio around your unique needs. The portfolio manager will:
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identify your short- and long-term goals, including the appropriate level of income and growth; |
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construct an asset allocation that balances income needs and growth objectives while maximizing the after-tax impact on you; |
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execute an investment strategy utilizing Harris’ proprietary bond and equity approach while incorporating complementary outside managers, and |
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communicate your investment results and affirm the appropriateness of the investment mix. |
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Traditional Equities
Using Harriscreen®, a proprietary approach to building the large capitalization portion of an equity portfolio, Harris portfolio managers use a structured strategy that balances stock selection and risk control. This approach is used in conjunction with outside managers to assemble a broad-based equity mix. The result is a diversified equity portfolio comprising large and small domestic and international holdings.
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Fixed Income
The Harris Private Bank fixed income strategy delivers predictable income that balances your portfolio. Credit research and high-quality security selection drives this fixed income approach. Seasoned bond traders work closely with portfolio managers to execute this fixed income strategy.
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Independent Money Managers
Through our open architecture philosophy, clients have access to the best performing, third party, independent advisors to fit your specific investment portfolio and risk tolerance. We provide rigorous asset allocation, unbiased manager research and selection, asset placement and performance reporting.
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*Estate Planning requires legal assistance please consult your personal counsel. |
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To find out how Harris can help you to reach your financial goals, contact us.
Need assistance? We have experts who can help
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James is an architect who is nearing retirement. He has plans to wind down his practice and purchase a vacation home in Florida. |
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Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. lease review the privacy and security policies of web sites reached through links from Harris web sites.
