Harper is an investment advisory firm, managing custom investment portfolios for private clients. Since our founding in 2001, we have consistently approached securities investment with a conservative, value oriented process.

We build custom client portfolios with individual securities which are analyzed and selected in-house, utilizing fundamental research in a bottom-up selection process. Portfolios are tailored to the individual client, with mixes of equities, fixed income instruments and cash determined by the client’s specific situation. Allocations may fluctuate tactically depending on the availability of suitable investments within securities markets. In other words, we prefer to increase cash and fixed income exposure when we are unable to find equities which meet our requirements for quality and discount.

We also offer financial planning services to our clients, to aid in determining the optimal asset allocation, as well as to provide a roadmap for the client’s financial future.