Harmony Asset Management LLC Information

Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate retirement plans. We serve clients seeking a different type of investment manager; one who is committed to solving your financial challenges. With a singular focus on building long-term wealth for clients, investment management is our only business. Led by a former Morningstar #1 ranked manager, Harmony is a true multi-asset class manager and seeks to achieve above-average returns to the market while employing below-average risks. We adhere to classic investment principles that capitalize on a combination of high quality asset classes—fully customized based upon client suitability, goals and risk parameters – and never limit our portfolios to pre-determined weightings or sectors.