Harvard Avenue Investment Advisory

Overview

Harvard Avenue Investment Advisory is an independent, LLC-structured registered adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm’s client base is individual and family clients, and it charges clients on a percentage-of-assets-under-management schedule. In addition to discretionary portfolio management, the firm delivers educational seminars and workshops. The adviser does not position itself as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. Its ownership is listed as a domestic entity/individual structure, and it is not documented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives