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Investment Advisory Services

The Harris myCFO Investment Advisory Services LLC* team is able to offer you unbiased, objective recommendations that best fit your financial objectives.

What's more, our team has the ability to integrate all aspects of your financial life—tax, estate and investments—into one completely customized plan based upon your unique situation. We then work with your existing advisors, independent providers and our own internal managers to implement that plan.

Advantages of our Investment Advisory Services:
You are not limited to one investment firm's products or services
You enjoy a consolidated view of your entire investment portfolio
You can achieve simultaneous objectives such as investment diversification, tax minimization, wealth transfer and strategic philanthropy
You have the freedom to use multiple money managers and brokers
You are able to measure after-tax performance of your investments at the account, entity and family level

Harris myCFO Investment Advisory Services offers an end-to-end investment planning solution


Specialized Teams
Harris myCFO Investment Advisory Services uses two specialized teams to add depth to all stages of the investment process--from strategy to development and execution.
Our Portfolio Strategy Group provides customized, intelligently structured portfolio management solutions that incorporate your tax, estate and trust, and philanthropy plans. The group combines rigorous asset allocation with unbiased investment manager research, enabling you to preserve and grow capital.
Our Capital Markets Group facilitates all major market transactions, including stock sales as well as hedging and monetization of single securities. The group acts as an aggregation point for certain Harris myCFO client investment activity.

Secure, Online Access
With Harris myCFO's Online Investment Center, you gain secure access to a consolidated, monthly view of your entire portfolio. You can easily monitor your investment performance whenever you prefer, wherever you are. Supported by a team of investment professionals and fueled by advanced Internet technology, the Investment Center provides:
Secure, around-the-clock access to your portfolio
In-depth, customized reports that cover multiple aspects of your investment strategy including asset distribution, gains and losses, and investments summaries
Perspectives
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  *Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers.

Not all products and services are offered in every state and/or location.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.