Mission Viejo, CA Office
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Everett Harris & Co
Multi-team
Firm-wide stats for Everett Harris & Co
About
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.
Based on Everett Harris & Co
Location
27285 Las Ramblas, Suite 110
Mission Viejo CA 92691
Advisors at this office
3
Advisors at this office
Oliver C
CFA®
Mission Viejo, CA
Everett Harris & Co
Oliver Crary is a CFA® charterholder with 28 years of industry experience. He has been with Everett Harris & Co since 1972. Everett Harris & Co provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold approach across a diversified range of asset classes, with a compact team of 13 advisors managing approximately $10.6 billion in discretionary assets.
Deborah G
CFA®
Mission Viejo, CA
Everett Harris & Co
Deborah Griffith is a CFA® charterholder with 23 years of industry experience. She has been with Everett Harris & Co in Mission Viejo, CA since 1998. Everett Harris & Co provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold investment approach across a range of asset classes, maintaining a compact team of 13 advisors.
Mark F
CFA®, Series 63
Mission Viejo, CA
Everett Harris & Co
Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.
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