A complete list of active advisors currently associated with Harvey & Companies, Inc.

Warmer can help you find a great advisor at Harvey & Companies, Inc. or one who fits your needs even better.

Harvey & Companies provides fee-based portfolio management primarily for individual and high‑net‑worth clients and also supports ERISA‑qualified retirement plans. Its services include discretionary portfolio management for individuals and consulting to plan sponsors, including assistance in constructing investment menus through third‑party administrator platforms. The firm favors a passive, asset‑allocation approach grounded in the Efficient Market Hypothesis, Modern Portfolio Theory and a three‑factor framework, implementing portfolios with index funds, ETFs and mutual funds and using a benchmark allocation around 60% equities and 40% fixed income with an approximate 50/50 split between U.S. and international equities. Harvey & Companies is developing a method called “Portfolio Allocation Plus” that emphasizes ETFs and may, in some cases, allocate the fixed‑income sleeve to an equity‑index annuity as an alternative to traditional bonds. Notably, the firm provides limited‑scope (3(21)) fiduciary services to retirement plan sponsors—preparing investment menus, performance reports and periodic manager reviews via TPA platforms—which is uncommon for firms of its size. Its advisors are also licensed to sell insurance and annuity products, a relationship the brochure discloses as a potential conflict that can affect how fixed‑income allocations are implemented.

To learn more about the advisors currently working at Harvey & Companies, 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.