Hara Capital LLC

Hara Capital LLC is a financial advisory firm based in Bellevue, WA, established in 2021 by Robert J. Dainard. The firm offers customized portfolio and asset management services on both a discretionary and non-discretionary basis, tailored to individual client goals, risk tolerance, and time horizons. Hara constructs portfolios using liquid assets such as equities, ETFs, fixed income securities, and non-US securities, with consideration for factors like inflation and pro-cyclical investment risks. The firm may also recommend allocation to illiquid securities for diversification. Hara is a fee-only advisory firm, charging up to 1% of assets under management, with fees based on the market value of assets. Clients have the option to terminate the agreement without penalty upon written notice. The firm does not accept performance-based fees and generally requires a minimum account size of $5 million, although this may be waived at their discretion. Hara's investment philosophy focuses on fundamental analysis and a Quality-Value approach to security selection, aiming to construct diversified, long-term portfolios. The firm emphasizes risk management and provides financial planning services alongside portfolio management. Clients' accounts are reviewed quarterly, and Hara offers discretionary and non-discretionary investment advisory services.