A complete list of active advisors currently associated with Mark Harris Services
Warmer can help you find a great advisor at Mark Harris Services or one who fits your needs even better.
The firm provides continuous investment supervisory services and offers incidental financial planning to individuals, high net worth clients, and a range of institutional clients, explicitly including charitable institutions, foundations, endowments, and municipalities. It structures investment programs around each client’s objectives, needs, restrictions, and existing holdings and delivers ongoing advice tied to those circumstances. Its investment process combines fundamental and technical analysis and targets a 12- to 18-month time horizon to manage tax treatment of gains and trading costs. The firm may use short sales, margin transactions, covered option writing, or option purchases where suitable, and generally operates on a non‑discretionary basis—seeking client approval for investment decisions while retaining discretion over timing and funds invested. What is distinctive is the explicit inclusion of charitable and other institutional clients in the firm’s stated client types, a category relatively uncommon among peers of similar scope. Operationally, the firm relies on a third‑party custodian that provides research access while leaving custody and trade execution to the broker, and it does not vote proxies on clients’ behalf, leaving voting responsibility to clients.
To learn more about the advisors currently working at Mark Harris Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cameron Park, CA
| 5
|
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