Expertise and Experience
Personalized Approach
Proven Investment Strategy
Our Mission
Our mission is to provide personalized and insightful financial guidance, leveraging a research-driven investment strategy to help our clients achieve their long-term financial goals with integrity, transparency, and a commitment to excellence.
Our Services
Investment Management
Our investment process is a research intensive, bottom-up process seeking loss avoidance and attractive total returns. We manage client assets overwhelmingly in individual securities in both our equity and fixed income strategies. We approach equity investing from a modern value perspective, seeking preservation through attractive purchase prices and a margin of safety.
Financial Advisory
At Harper Asset Management, we provide personalized guidance on managing finances, investments, and planning for the future. Our goal is to align financial decisions with clients’ long-term objectives.
Financial Planning
We provide financial planning services as needed. We coordinate with outside professionals such as estate attorneys or accountants to ensure a holistic view of a client’s financial situation.
Harper Asset Management
To be a trusted partner in wealth management, empowering individuals and businesses to navigate financial challenges and unlock opportunities for lasting success, while fostering growth and financial security for generations to come.