Harvie Wealth Management Group LLC
Financial Services - Richmond, VA, US
Harvie Wealth Management Group LLC Employees
Harvie Wealth Management Group LLC Details
Our team has developed and refined a disciplined, data-driven investment process focused on the forces of supply and demand. It is a dynamic process that adapts as our clients' lives unfold and their needs evolve.We primarily offer discretionary investment management services alongside financial planning. As part of our process, clients enjoy equal price and execution on all trades in our model. As an example, a $5 million client receives the same trade benefits as a $500k client so on and so forth. There is no totem pole among our clients. Everyone is on an equal playing field. This is especially popular among families where let's say Mom and Dad's accounts have more assets than their children's. The children are not penalized for having fewer assets. We would also offer the children the same pricing we do to the parents as a household (think of a family cell-phone plan). Our discretionary services mean we act in a fiduciary capacity on behalf of our clients. This distinction allows us to execute trades without contacting clients before each trade to enhance efficiency. If clients are in a meeting, on vacation, at the grocery store, etc. and we need to pivot in a portfolio we are able to do so. We simply seek to buy winners, sell losers, and repeat.Feel free to reach out for a free analysis on the health of your portfolio and to learn more about our process. We seek transparency so our client's may feel comfortable knowing they have a process working on their behalf each day.
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