Harper Capital Management LLC offers multi-asset strategies for high-net-worth individuals (HNWI), professionals, family offices, and women. We construct personalized, diversified portfolios that are durable and protect capital.
The key features of our private wealth management services:
- Long-term outlook
- Bespoke solutions to suit your unique financial goals
- Fee-based advisor
- Objective advice/no conflicts
- Active portfolio management
- Outstanding service
- Enduring partnerships
Women play a growing role in family finances and decision-making. Harper Capital Management provides customized solutions to help women achieve their special financial goals.
Founder Eswar Menon is a Trustee and Chair of the Investment Committee of the USD 4.5 billion San Jose Police and Fire Retirement Fund.
Strategy and methodology:
- Harper Capital seeks to construct broadly diversified multi-asset portfolios that provide long-term growth and protect capital
- We seek to use the power of long-term compounding of capital
- We seek to meet investor goals and, at the same time, protect against permanent loss of capital
- Our fee structure is aligned with the interests of investors
- 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: firstname.lastname@example.org