A complete list of active advisors currently associated with Harvey Investment Company, LLC

Warmer can help you find a great advisor at Harvey Investment Company, LLC or one who fits your needs even better.

Harvey Investment Company provides discretionary portfolio management for individuals (including high‑net‑worth clients) and a range of institutions such as pension plans, trusts, estates, charitable organizations and corporations. The firm manages equity and balanced portfolios and offers a concentrated "Harvey Focus Portfolios" option for clients seeking a mid‑cap‑focused equity sleeve, with limited non‑discretionary advice available on request. The firm’s investment process is grounded in fundamental analysis of company financials, management and competitive position, and employs both long‑term and short‑term trading strategies across equity and fixed‑income securities. Client circumstances, objectives and risk tolerance are collected through interviews and meetings to shape portfolio implementation, and accounts are reviewed at least quarterly with written reports that may include holdings, transaction history and current and historical performance metrics. Harvey discloses ownership through WealthTrust Acquisition/Hightower and affiliations with multiple investment adviser affiliates, a broker‑dealer, trust companies and an accounting firm, while noting no material relationships with those affiliates. Managing roughly $1.03 billion with a four‑advisor team (a relatively high AUM per advisor), the firm also describes client participation in wrap‑fee arrangements (though it does not act as the wrap sponsor) and outlines its use of brokerage research, commission review and performance reporting in client materials.

To learn more about the advisors currently working at Harvey Investment Company, LLC, 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.