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 is a very small independent registered investment adviser that serves a limited client base of individuals, families, trusts, estates, charitable organizations, corporations and other entities, reporting roughly $3.8 million in discretionary assets across seven client relationships. The firm provides financial planning and consulting (including defined‑scope Pathfinder Diagnostic engagements and project services), discretionary portfolio management and assets‑under‑advice, and also advises qualified retirement plans. The firm structures planning work around defined engagements — an approximately eight‑week Pathfinder Diagnostic, ongoing annual planning with a customized Annual Planning Calendar, or targeted Project Services — and centers its investment process on strategic asset allocation while using a broad set of instruments such as mutual funds, ETFs, individual securities, REITs, options, commodities and other alternatives. Portfolios are managed on a discretionary basis with regular quarterly reviews, custodial execution through a designated custodian, and the firm employs both percentage‑of‑AUM advisory arrangements and fixed or milestone‑based fees for planning and projects. What is distinctive for a firm of this size is its explicit ERISA 3(21) pension consulting practice: the brochure describes limited‑scope fiduciary services for 401(k), 403(b), pension, profit‑sharing, cash‑balance and deferred compensation plans while identifying certain excluded asset types (for example, employer securities and non‑public partnership interests). The firm also discloses that its principal maintains an independent insurance agency and may receive commissions on insurance sales, a potential conflict the firm says is addressed through disclosure and its fiduciary 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 |
|---|---|---|
Stamford, CT
| 6
|
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