HARRIS INVESTMENT ADVISORS LLC

Overview

Harris Investment Advisors LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges a combination of percentage-of-AUM fees plus hourly and fixed-fee engagements, allowing it to tailor billing around ongoing portfolio oversight or one-off planning work. Its filings show a strong tilt toward publicly traded equities as the primary allocation choice, while also using third‑party managers to gain real estate exposure and maintaining positions in annuities, mutual funds and corporate debt for income and liability-matching needs. The firm does not identify as an active ESG investor and operates principally at the individual/family level rather than as a pension or large institutional consultant.

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Location & Offices