Investment Management
Creating financial security and peace of mind.
Our Approach.
Lebel & Harriman is independently owned and as such we have access to an array of portfolio solutions for every situation. As fiduciaries, we make our clients’ best interest our top priority, not only because we are legally bound to do so, but because it’s a value that is deeply rooted in our culture and what motivates us each day. Our goal is to build long-term relationships built on trust. We work at your side to simplify complexities, prioritize action items and monitor your progress.
By integrating our financial planning tools with our investment services, we are able to provide a holistic approach to managing finances. Through investment due diligence and research, our philosophy is to offer diversified portfolios to optimize long-term, risk-adjusted returns.
Our Commitment to You.
We are dedicated to helping you achieve your financial goals by providing personal attention and quality services.
We offer scheduled annual reviews, regular check-ins, and an informative client newsletter. You can also count on a response within 24 hours whenever you contact us with a question or concern.
Investment Management Services:
- Investment Policy Statement, (outlining objective and asset allocation targets)
- Risk-Based Portfolios, (models range from conservative to aggressive growth)
- Tax Efficient Strategies
- Ongoing Monitoring & Rebalancing
- Advisory Fee Based Only (no commissions)
- Cashflow Management
- Customized Portfolios (minimums may apply)
Contact us today for a confidential conversation.