Integrity-led investment counsel
Founded in 1937 on the principles of independence and integrity, Everett Harris & Co. has grown steadily and organically by putting clients’ interests first and providing independent, unbiased investment advice. Today, we manage more than $11 billion in assets.*
Our Services
Our primary focus is to develop an asset allocation that is appropriate for you. We then implement this allocation by investing in individual securities for your portfolio.
Ongoing Portfolio Review
Your portfolio manager and the Portfolio Management Team regularly review your portfolio. Your portfolio manager will communicate any asset class changes to you in a timely manner and recommend security changes directly to you, if requested.
Cashflow Management
We tailor each portfolio to accommodate your need for cash for personal expenses or income. We communicate with you on a regular basis to ensure your accounts’ cash flow needs are being met through your investment portfolio.
Management of Custodial Relationships
We work closely with your custodian, who holds legal responsibility for the safekeeping of your assets, and carefully monitor these institutions for best execution and overall quality of service.
At your request, we will consult with your legal and tax advisers to integrate your investments with tax planning, estate planning, asset protection, and charitable giving.
OUR CLIENTS
Everett Harris & Co. partners with individuals, families and institutions who share our conservative investment philosophy and our commitment to achieving long-term investment goals.
WE SERVE A DISTINGUISHED
AND DIVERSE CLIENTELE, INCLUDING:
» High-net-worth individuals and families
» Charitable foundations and endowments
» Corporate retirement and profit-sharing plans
» Family offices
» Investment partnerships
» Corporations
We take great pride in the enduring relationships we build with our clients relationships that often span generations. This continuity reflects our unwavering commitment to the thoughtful stewardship of our clients’ wealth.
Our Mission & Values
Our mission is to serve as your trusted advisor, building customized investment portfolios designed to help you achieve your long-term financial objectives. We accomplish this by remaining true to the values that have guided us for more than 80 years.
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Our principals and portfolio managers are the sole owners and decision-makers of the firm. This structure enables us to provide objective investment advice, free from the conflicts of interest thatcan arise from selling financial products, promoting proprietary investments, or accepting outside compensation.
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We design and manage personalized portfolios of individual securities, thoughtfully balancing income, capital growth, risk management, andtax efficiency to meet each client’s specific objectives.**
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As fiduciaries, we are legally and ethically obligated to act in our clients’ best interest at all times. We fully embrace this obligation, prioritizing transparency, accountability, and client-centered service in every decision we make.
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The low turnover among both our clients and our professional team fosters lasting relationships built on trust, consistency and a deep understanding of each client’s unique investment goals.
Our Investment
Philosophy and Approach
At Everett Harris & Co., we provide comprehensive investment counsel with the primary objective of growing our clients’ capital while minimizing risk. Our investment strategy is grounded in long-term thinking, rigorous research, and commitment to individually tailored solutions.
Focus on long-term investing
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We do not chase short-term results. Instead, we aim to generate positive, inflation-adjusted returns over full economic cycles. Our investment philosophy centers on identifying high-quality companies with durable competitive advantages and long-term pricing power.
Intensive research
Our research process targets high quality business franchises with strong fundamentals and sustainable growth prospects. While we primarily invest in U.S.-listed equities, we analyze global markets and selectively purchase a broad range of non-traditional securities when compelling opportunities arise.
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Individually managed portfolios
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We customize an investment plan and implement a unique portfolio of individual securities for each account by carefully creating portfolios based on your objectives.
Tax efficiency
We carefully evaluate the tax implications of any portfolio decisions. Our team works closely with clients and their tax advisors to understand each client’s broader tax situation and implement strategies that support your overall financial goals