HARVEY & COMPANIES, INC.

Overview

Harvey & Companies, Inc. is a small, owner‑controlled advisory firm focused on individual and family clients. The firm charges fees as a percentage of assets under management and concentrates on discretionary portfolio management for individuals and small businesses, with an advisory offering that includes pension consulting services. Investment activity centers on publicly traded equities, with managers allocating primarily to exchange‑traded instruments and separately managed account structures. The firm does not position itself as an active ESG investor and operates with a compact footprint and a hands‑on, fee‑based advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices