A complete list of active advisors currently associated with Harwood Investment Group LLC

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

Harwood Investment Group, LLC is a registered independent investment adviser that provides discretionary portfolio management to individuals, trusts and estates. The firm manages roughly $17.1 million across about 15 client accounts and primarily implements portfolios of equities and fixed‑income securities, with occasional use of mutual funds and ETFs. At the start of each relationship the firm develops a Financial Profile and an Investment Plan that are reviewed periodically, and it generally manages client accounts on a discretionary basis. Investment selection combines fundamental and technical analysis, and the firm employs a range of strategies — including long- and short‑term positions, trading, short sales, margin and options — with portfolios managed and rebalanced according to each client’s objectives. Compared with many peers, HIG reports that it does not serve non‑high‑net‑worth individual clients, resulting in a small, concentrated client base focused on wealthier individuals, trusts and estates. The firm also segregates accounts into equity and fixed‑income portions for implementation and billing, does not typically vote client proxies, and its principal devotes a small portion of time to a separate performance‑reporting business (~5%).

To learn more about the advisors currently working at Harwood Investment Group 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.