Everett Harris & Co

Everett Harris & Co., a registered investment adviser established in 1937, is dedicated to providing a wide array of investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients by understanding their needs and financial goals. Everett Harris offers both discretionary and non-discretionary investment management services, tailoring portfolios to clients' objectives, risk tolerance, and financial circumstances. The firm manages over $8.3 billion in discretionary assets and $366 million in non-discretionary assets as of December 31, 2022. Clients can expect transparent fee structures with an annual fee not exceeding 0.75%, billed quarterly based on account value. Everett Harris does not charge performance-based fees and primarily serves high net worth individuals, corporations, pension plans, and charitable institutions. The firm's investment strategy involves fundamental analysis, buy and hold approach, and a focus on government and high-quality corporate bonds. Clients have investment discretion, allowing the firm to select securities aligned with their investment objectives. Everett Harris does not vote proxies on behalf of clients and maintains financial stability without impairments. The firm's commitment to ethical standards and client-centric practices ensures a trustworthy and client-focused investment experience.