A complete list of active advisors currently associated with Euclid Harding, LLC
Warmer can help you find a great advisor at Euclid Harding, LLC or one who fits your needs even better.
Euclid Harding provides comprehensive and project-based financial planning, ongoing planning services, discretionary portfolio management, and assets-under-advice to individuals, trusts, estates, charitable organizations and business entities. Its planning work includes full financial plans and targeted projects such as bookkeeping and bill payment, debt restructuring, divorce financial planning, illiquid asset management (including closely held business interests), and business advisory support. The firm applies a strategic asset-allocation approach informed by both fundamental and technical analysis and implements diversified exposure across cash, fixed income, equities, international securities, options, REITs, commodities and alternative vehicles using ETPs, mutual funds, individual securities and private investment vehicles. Accounts are managed on a discretionary basis with periodic reviews, rebalancing, tax-loss harvesting consideration, and tailored client restrictions and behavioral-finance meetings as part of ongoing service. Euclid Harding’s offering of ERISA 3(21) retirement-plan advisory services — including assistance with investment policy statements, selection and monitoring of plan options, and qualified default investment option guidance — is a comparatively uncommon service among independent peers and signals a pension-consulting capability beyond typical individual wealth management. The firm also discloses that a principal maintains a separate insurance agency, an outside business activity that the firm addresses through disclosure and conflicts-of-interest procedures.
To learn more about the advisors currently working at Euclid Harding, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Norwalk, CT
| 6
|
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