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.