A complete list of active advisors currently associated with Harvard Avenue Investment Advisory

Warmer can help you find a great advisor at Harvard Avenue Investment Advisory or one who fits your needs even better.

Harvard Avenue Investment Advisory is a small, fee‑only registered investment adviser managing about $57 million for roughly 130 individual and high‑net‑worth clients, including retirement plans. It provides discretionary portfolio management and financial planning focused on asset allocation, personal investment policy, asset selection and regular portfolio monitoring, and maintains a stated account minimum of $250,000. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes broadly diversified, low‑cost, evidence‑based mutual funds and ETFs (including funds from Dimensional Fund Advisors, Avantis and Vanguard), with a buy‑and‑hold orientation and periodic rebalancing. Harvard Avenue also uses tools such as Monte Carlo analysis for planning and, when a client’s fixed‑income allocation justifies it, constructs laddered date‑certain fixed‑income portfolios in addition to recommending funds. What is distinctive about the firm is its client education focus: it conducts educational financial classes at no charge, a service that is uncommon among similarly sized supported firms. Operationally, the firm does not take custody of client assets (it uses third‑party custodians and standing letters of authorization for transfers) and it leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Harvard Avenue Investment Advisory, 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.