HARPER CAPITAL MANAGEMENT, LTD.

Overview

Harper Capital Management, Ltd. is a small, independent registered investment adviser focused on serving individuals and families. The firm operates as an owner-run RIA and centers its advisory services on financial planning and portfolio management for individuals, small businesses and select institutional clients. Fee arrangements are flexible — the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements — enabling it to work with a range of client needs from ongoing discretionary management to project-based planning. Investment activity is weighted toward public equities. The firm prefers exchange-traded instruments for core exposure and constructs portfolios that lean equity-heavy relative to fixed income. Given the boutique size, Harper Capital Management emphasizes discretionary management, tailoring allocations across liquid equity vehicles and complementing those core positions with mutual funds and corporate debt where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices