Harris Investment Advisors
Asset Management Program
Maximize your portfolio and minimize your risk by investing in high value, diversified funds over the long term.
Harris Investment Advisors Asset Management Program:
Financial Planning in the Phoenix Metro Area
Low Risk, Competitive Investment Strategies for Long Term Wealth Management
Until now, consumers have been stuck using ordinary retail funds sold to them by stockbrokers and insurance agents, paying high commissions on the latest "hot" fund. Now, thanks to our Managed Asset Program, you can take the same approach to financial planning that institutional investors, pension funds, and endowments use to invest their money — time-tested, proven investment strategies.
Our program's sophisticated design allows you to enjoy three vital benefits backed by meticulous academic research:
Solid Academic Research is the Key
When developing our program, our partners studied the accumulated research of the world's leading academics in the fields of investments, economics, and behavioral finance. This research clearly shows that you achieve investment success through a solid, long term approach to financial planning: building a highly diversified portfolio across many asset classes, holding it for long periods and engaging in strategic rebalancing.
How Our Managed Asset Program Works
Lower risks, lower investment costs and consistent, competitive returns. Our Managed Asset Program does this through a variety of unique features that are of great benefit to investors like you:
David Harris of Harris Investment Advisors works in conjunction with acclaimed financial advisor Ric Edelman
Barron's has seven times (2004–2010) ranked Ric Edelman among America's 100 top financial advisors. In 2009 and 2010, Ric was ranked the #1 independent financial advisor in the nation by Barron's*. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked the #1 advisor in the nation by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazines list of “America’s Top 50 Advisors.” Ric Edelman is a best-selling author, national radio Show host and Educator and participates in philanthropic activities.
*Barron’s ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors' practices, including client retention and compliance record, contribution to the firm's profitability, and the volume of assets overseen by the advisors and their teams.
Contact Harris Investment Advisors today to learn more about our financial planning services.