Investment Manager: Harnett Investment Advisers LLC.
Services: Investment management and financial planning.
Clients Types: Individuals, families, trusts, businesses, foundations, endowments, and other nonprofit entities.
Account Types: Various taxable and tax-deferred accounts, according to what best suits client needs. Clients may have several different types of accounts depending on their particular situation.
Fees: Fee only. Competitive advisory fees, typically assessed on an annual or quarterly basis. Fees may vary according to the type of assets under management.
Business: Independent investment advisory firm licensed by the State of California, and properly registered in all states in which it conducts business.
Oversight: All client accounts benefit from systematic portfolio management and risk control. Clients have continuous, direct access to their accounts and receive monthly statements. In addition, all client assets are held with and traded by a well-capitalized, national brokerage firm.
Founder/Principal: Michael K. Harnett is Portfolio Manager and President. Mr. Harnett has over 20 years financial industry experience. He received an M.B.A. from Harvard Business School and a B.S. with distinction from the U.S. Naval Academy.