Harvard Avenue Investment Advisory

Overview

Harvard Avenue Investment Advisory is a limited liability company that offers discretionary portfolio management to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and supplements its advisory work with client-facing educational seminars and workshops. Investment activity is concentrated in pooled public funds—primarily mutual funds—while the firm also allocates to third‑party alternative strategies in real estate and commodities to broaden portfolio exposures. Harvard Avenue Investment Advisory does not identify as an active ESG investor and operates with a single-office footprint focused on a retail client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices