Harnett Investment Advisers LLC

Overview

Harnett Investment Advisers LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients as a percentage of assets under management and builds portfolios with an equity tilt: roughly half of its managed assets are held in exchange-traded equities. It is not positioned as an ESG-focused manager. Investment activity centers on liquid, publicly traded equities and ETFs for core exposure, supplemented by mutual funds and selective allocations to alternative strategies. The adviser uses separately managed account structures to tailor equity exposures to individual client needs and tax situations. Given the client base and asset size, allocations to less liquid strategies are deliberate and typically limited in scale. Harnett Investment Advisers sources third-party managers when adding alternatives and private placements, rather than acting as a capital allocator or running in-house alternative funds. The firm’s advisory services are concentrated on personalized portfolio construction and ongoing financial planning for high-net-worth individuals and related family relationships.

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Location & Offices