Harrison Fiduciary Group

Harrison Fiduciary Group, LLC is a full-service fiduciary firm specializing in providing oversight for institutional investors, including retirement plans, charitable organizations, and private investment funds. Established in October 2010 by Mitchell Shames, a leading expert in fiduciary practices, the firm offers services as a Named Investment Fiduciary or Independent Fiduciary for retirement plans. HFG's investment discretion includes managing company stock accounts, stable value programs, and private investment funds. The firm charges a flat fee based on the complexity of the engagement and fiduciary risk. HFG does not charge performance-based fees and primarily serves corporate retirement plans, investment funds, state and local retirement plans, and institutional investors. The firm exercises investment discretion over securities in managing company stock accounts and stable value programs. HFG maintains a Code of Ethics based on CFA guidelines and does not receive compensation from non-clients for investment advice. The firm reviews client accounts semi-annually and accepts authority to vote client securities. Mitchell Shames, the principal owner, has extensive experience in fiduciary practices and investment products. HFG's compliance manual is overseen by Mr. Shames, who has no disciplinary history or conflicts of interest.