Harman Investment Advisors

Harman Investment Advisors Incorporated, established in 2000, is a state-registered investment adviser based in Northbrook, Illinois. The firm specializes in offering investment supervisory services to individuals and institutional investors. Their portfolio management services include managing domestic equity portfolios on a discretionary basis, focusing on value-oriented, all-capitalization, and concentrated strategies. The firm's investment philosophy involves fundamental analysis and quantitative methodologies to actively manage client accounts. Clients can expect an asset-based investment management fee of 1.25% on assets up to $1,000,000 and 1.00% on assets above $1,000,000. The firm does not engage in performance-based fees or side-by-side management. Harman Investment Advisors requires a minimum account size of $500,000 and a minimum annual fee of $5,000 per account. Clients have the option to impose reasonable restrictions on portfolio management and are provided with regular account monitoring and quarterly performance reports. The firm acts as a fiduciary, placing clients' interests first and maintaining a Code of Ethics to ensure integrity and professionalism. Harman Investment Advisors does not participate in soft-dollar arrangements and does not have custody of client assets. Clients can expect transparent proxy voting practices and detailed reporting on proxy votes. The firm does not have any reportable financial conditions that may impact client commitments.