D.R. Harris & Co.

When we recommend a portfolio for you, we do all the work and seek to find the great deals on high quality companies or funds and present them to you in an easy and simple manner.  In essence, we do the work and you make the decision from a list of what we believe to be great options.

 

Think of this like going on a shopping trip to Costco.  Costco finds and negotiates with all the vendors to get really great deals for their customers and provides a wide array of excellent products all in one place to meet your needs.  If you want food, it is right there.  If you want gas, it is on the property.  If you want to buy almost any high quality affordably priced product under the sun it is there all in one easy location.  This all happens because Costco did the grunt work to find the deals and move the goods right in front of us – so we can buy virtually anything we want at a great price in one place – and we believe we are getting quality because Costco stands behind their stuff.

 

We try to do the exact same thing.  Different assets are “on sale” throughout the world at various times and it is unpredictable and cumbersome to find out when something will be on sale.  But we do the work and constantly search the world's financial markets for great deals on what we believe to be the highest quality assets and put them in one place for you so that you don’t have to worry about spending your free time researching. 

 

This also helps build your wealth, in our judgment, which gives you more security and potentially a more peaceful relationship with your finances.  You can rest assured that we are working hard on your behalf while you can focus on the profession or job you already do have, and that you don’t have to take time away from your family and what is important to you to do the work.  You can be assured that you will get our absolute best effort as we serve as your personal wealth guardian and family CFO and make your life simple and optimally more peaceful.

 

While no investment advisor can avoid down markets, we work closely with you to build a portfolio that aligns with your spending needs.  If you want to pay for college – we can help build a specific portfolio for that.  If you want to save for retirement, we build a different portfolio for that need.  Want to buy a car, a house, or pay for your children's college – we can help you construct an appropriate volatility portfolio specific to those needs using reasonably priced and high quality assets.  Since reducing volatility has the side effect of limiting growth we carefully design each portfolio to work to produce what you need, at the time you need it, with a reasonable margin of safety in case there are surprises.

 

But before any portfolio can be built we need to truly understand your financial goals, needs and wants.  To get started click here to set up a consultation meeting/call.