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  Ten Client Commitments
 

Partners Invested Alongside Clients

Partners of the firm demonstrate the highest levels of commitment to the firm's investment philosophy by investing their personal wealth alongside their clients in the firm's portfolios.

 

PAUL A. M. HARRIS, CFA - Partner & Portfolio Manager
PAUL GARDNER, CFA - Partner & Portfolio Manager
BILL HARRIS, CFA - Partner & Portfolio Manager
FAROUKH E. KANGA, Partner
  001. Independent and Active Investment Analysis Process
  002. Appropriate and Effective Asset Allocation
  003. Comprehensive Investment Portfolios
  004. Segregated and Arms Length Client Accounts
  005. Innovative Fee Structure
  006. Transparent Client Communications
007. Partners Invested Alongside Clients
  008. Uncompromised Integrity
  009. Professional Standards and Governance
  0010. Personal Commitment