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 manages about $64.6 million for individuals, including high‑net‑worth clients and retirement plans, and provides fee‑only, discretionary portfolio management services. The firm operates with three adviser representatives and typically applies a $250,000 account minimum. The investment approach is grounded in Modern Portfolio Theory and implemented with low‑cost, evidence‑based no‑load mutual funds and ETFs (including funds from Dimensional Fund Advisors, Avantis and Vanguard). The firm documents client goals and risk tolerance, may use Monte Carlo analysis in planning, and can construct laddered, date‑certain fixed‑income allocations when a client’s bond allocation justifies direct holdings. Distinctive for a firm of this size, Harvard Avenue may conduct educational financial classes and states those sessions will be offered at no charge, a service that is uncommon among peers. The small team brings nontraditional advisor backgrounds (technology and MBA experience, a CPA with prior government investigative work, and an applied‑mathematics graduate), and the firm does not take custody while maintaining limited standing transfer authority arrangements with custodians under SLOA protections and declining proxy‑voting authority.

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.