A complete list of active advisors currently associated with Harfst and Associates, Inc.

Warmer can help you find a great advisor at Harfst and Associates, Inc. or one who fits your needs even better.

Harfst and Associates provides wealth management, financial planning, institutional asset management, and pension consulting to individuals, high-net-worth clients, family offices, trusts, endowments, foundations, and employee benefit plans. Services include discretionary portfolio management, modular financial planning, and ERISA fiduciary pension investment management and participant education. The firm emphasizes a top-down, global macroeconomic approach combined with globally diversified allocations and tactical shifts informed by market analysis. Portfolios commonly use mutual funds and ETFs for diversification but may also include individual securities and more active strategies — including inverse/short funds, short sales, margin and option positions, and occasional short-term trading — and the firm may engage sub-advisors for portions of client assets while implementing client-specific investment policy statements and rebalancing. What is distinctive is the scale and scope relative to team size: three advisors manage roughly $783 million across about 499 client relationships, resulting in a relatively high AUM-per-advisor and AUM-per-client profile. The firm also highlights specialty offerings such as NGO/nonprofit policy and resource-development consulting, acts as a sub-advisor or manager for wrap programs, discloses associated persons’ insurance licensing and commission arrangements, and does not vote client proxies (clients retain proxy voting responsibility).

To learn more about the advisors currently working at Harfst and Associates, Inc., 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.