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
We provide personalized advice on managing finances, outside 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.