Proprietary Emerging Portfolios
Harris Financial Solutions, Inc. and BCD Advisors provide tailored investment strategies.
Professionally Managed Proprietary Portfolios
Our approach is to seek a variety of professional money managers who have experience in meeting the needs of investors. Our suite of managers give our clients access to dozens of investment portfolios that span the full risk spectrum.
Fiduciary Obligation to Clients
Our "common sense compliance" philosophy is based on doing what's right for our clients and is guided by our compliance professionals who offer a wide breadth of regulatory and operational knowledge. BCD Advisors provide our clients with a clear set of standards and guidelines for conducting business with full client discolsures, ethics, and compliance based regulatory, and legal requirements.
Harris Financial Solutions Inc. and BCD Advisors Utilizes LEIA's Investment Strategies
Maximizing Alpha
- Concentrated Portfolio
- Fewer Names
- Focused Insights
- Less is More
Minimizing Transactions
- Fully Invested / No Market Timing
- Minimize Taxable Gains
- Avoid Overdiversification
Long-Term Success
- Sustainable Themes
- Compelling Ideas
- Knowledgeable Network
