High Net Worth Individuals and Families
We have over 150 high net worth individuals and families that trust us to grow their wealth for generations. We provide custom portfolios built with common stocks.
Trusts
We act as investment adviser for trusts of all types. While we do not act as a corporate trustee, we are happy to work with the trustee of your choice or give recommendations.
Institutions
Harvey Investment Company works with institutions such as endowments and foundations. We provide our investment services to grow and preserve their assets to ensure a prosperous future.