Overview:

Harvey Financial Management has provided financial services to institutions and individuals since 1999. 

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The company currently manages approximately 115 investment portfolios totaling $33 million for clients residing in 13 states.

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Business Model:

Unlike the vast majority of the retail investment industry, we operate on a fiduciary business model that is:

• Typically far less expensive to the client;

• Truly Independent -- we are not affiliated with any brokerage or financial institution;

• Legally obligated to act in the client's best interest; and

• Driven by experience, credentials, and education well beyond what you will typically find in retail brokerage firms.

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We Offer:

• Low-cost, commission-free, active and passive portfolios;

• Personalized portfolios to match your tax situation, societal values, risk tolerance, and time horizon;

• Retirement accounts;

• Financial planning;

• Tax-advantaged charitable giving structures;

• Trust and estate services; and

• Peace of mind!

 

The firm is based in Bozeman, Montana, and offers services nationwide.