Implementing portfolio strategy at Harper Capital originates with determining the appropriate allocation mix between different asset classes for each investor. Our leadership team’s decades-long success record in managing large investments assures clients about the probability of long-term returns on their customized portfolios.
Based on our deep understanding of the risk-return expectations relating to different classes of investor, Harper Capital follows specific approaches for institutional investment and private wealth management.
- Disciplined, high-conviction ideas approach
- Low portfolio turnover
- Financial modeling and stress testing
- Risk mitigation and position sizing
Private wealth management
- Customize portfolios to investor needs
- Multi-asset portfolios - equity, fixed income, real estate, inflation protection, risk mitigation
- Alternate assets for accredited investors
To know how Harper Capital Management can help you fulfil your long-term institutional investment or private wealth management goals, please
Call: 1-415-254-2387 (10 AM to 6 PM)
Write to: email@example.com