How does the advisor help clients – Key Takeaways:
Harwood Investment Group LLC is a leading financial firm that specializes in providing expert investment advice to individuals and businesses. The firm has a team of experienced financial advisors who assist clients in achieving their financial goals and securing their financial future through smart investments. Here are some of the key takeaways on how the advisor helps clients:
- Providing personalized investment strategies based on individual risk tolerance, financial goals, and time horizon
- Offering diversified investment options to help clients achieve a balanced portfolio
- Regularly monitoring and adjusting investments to adapt to market conditions and client needs
- Providing ongoing financial education and guidance to help clients make informed investment decisions
Facts and Insights
Harwood Investment Group LLC was founded in 2005 and has since become a trusted name in the financial industry. The firm currently manages over $1 billion in assets and has a team of 25 advisors who are dedicated to providing exceptional service to clients. With extensive knowledge and experience in the market, the advisors at Harwood Investment Group LLC offer valuable insights and expertise to help clients make the best investment decisions for their unique financial needs.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | 15 years |
Financial Services Offered
Harwood Investment Group LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Harwood Investment Group LLC works with a diverse range of clients, including individuals, families, and businesses. The firm’s advisors are skilled in tailoring their services to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
Harwood Investment Group LLC operates on a fee-only basis, meaning they are compensated solely by their clients and do not receive any commission or compensation from third-party investments. This fee structure ensures that the advisors remain unbiased in their recommendations and always act in the best interest of their clients.
Background
The team at Harwood Investment Group LLC is comprised of highly experienced and knowledgeable financial advisors who are dedicated to providing exceptional service to their clients. Each advisor brings a unique set of skills and expertise to the table, allowing the firm to offer a comprehensive range of financial services to help clients reach their goals.
Financial Advisor Disclosures to Know
Harwood Investment Group LLC prides itself on maintaining transparency and ethical practices in all aspects of its business. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest to clients. These disclosures are outlined in the firm’s Form ADV, which is available to clients upon request.