A complete list of active advisors currently associated with Everett Harris & Co

Warmer can help you find a great advisor at Everett Harris & Co or one who fits your needs even better.

Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit‑sharing plans, charitable institutions, foundations, endowments and other U.S. institutions. Founded in 1937 and employee‑owned, the firm reports over $11 billion in assets under management across roughly 718 client relationships. The firm’s investment process emphasizes fundamental analysis and internal financial models, supplemented by third‑party research and qualitative assessments of competitive and macroeconomic factors, with a buy‑and‑hold orientation and fixed income positions generally held to maturity. Investment ideas are vetted in weekly investment‑team meetings and implemented through a frequently updated model portfolio that is tailored to each client’s objectives, tax situation and any client‑imposed restrictions. Distinctive for an enterprise‑sized adviser, Everett Harris operates with a comparatively small advisory staff while managing a large asset base, and it typically expects new clients to bring at least $2 million in billable assets—resulting in higher average assets per client and per advisor than many peers. The firm also clarifies that clients retain proxy‑voting responsibility, acknowledges ERISA fiduciary duties for plan accounts, and documents specific safeguards for standing letters of authorization when transfers are authorized.

To learn more about the advisors currently working at Everett Harris & Co, 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.