Disclosures

Privacy Pledge to Our Clients
The protection of your privacy and respect for it is extremely important to Harvey Investment Company, LLC (Harvey). This pledge describes how we protect the confidentiality of the personal information you share with us. Please download our complete privacy pledge to our clients.

Form ADV
Harvey Investment Company, LLC is an investment advisor registered with the Securities and Exchange Commission (SEC), and has filed Form ADV with the SEC. This disclosure document contains information about the firm, its principals, business practices and regulatory compliance. For a copy of Harvey's ADV, please contact us or visit the SEC's Investment Adviser Public disclosure.

Website Disclosure
This website is for informational purposes only and should not be considered a solicitation by Harvey to transact business in any jurisdiction in which it is not excluded or exempted from registration as an investment adviser or in which Harvey has not complied with any registration or filing requirements.

Our investment philosophy is based on the concept that the expected cash flows to owners of stocks and bonds create a core value that is independent from the quoted market price of such assets.