Portfolio Implementation

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.

Institutional clients

  • 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: info@harpercapital.net