719.960.0970
Client Portal

Service Offerings

At HARVEY INVESTMENT MANAGEMENT, INC.,
EVERYTHING WE DO IS GROUNDED
IN ONE ULTIMATE OBJECTIVE:

SERVING OUR CLIENTS

We are a financial advisory practice that maintains strict standards of integrity and professionalism. We believe strongly in putting our clients’ needs above our own and work closely with them to provide objective, tailored solutions that help enhance their lives. Our services extend beyond traditional wealth management and financial planning. Click on a topic below to discover the types of services we offer.

Wealth Management Services Offered by Harvey Investment Management, Inc.

  • Education and retirement planning
  • Family gifting
  • Generational education programs
  • Succession planning

  • Financing strategies
  • Highly competitive lending rates via our custodian
  • Referral relationships in place for non-custodian lending solutions

  • Bill pay
  • Cash management
  • Checking accounts
  • College funding
  • Document management
  • Health care and insurance resources
  • Investment banking and business valuation services

  • Alternative investment solutions
  • Asset allocation
  • Consolidated reporting
  • Customized investment strategies
  • Portfolio management
  • Risk management
  • Tactical deployment

  • Charitable planning
  • Donor advised funds
  • Family foundations

  • Estimation of gains and/or losses on taxable accounts
  • Estimation of returns for alternative investments
  • Proactive harvesting of losses across investments
  • Tax summaries, 1099s, and K1s provided to clients and CPAs

WOULD YOU LIKE TO DISCOVER THE DIFFERNCES OUR CLIENTS EXPERIENCE WHEN WORKING WITH US?

IF YOU ARE INTERESTED IN WORKING WITH OUR TEAM,
CONTACT US
SO THAT WE CAN CONNECT YOU WITH THE APPROPRIATE ADVISOR.

In addition to assisting our clients in their wealth management efforts, we are passionate about providing education to improve overall financial literacy. We offer numerous opportunities for financial education including our Wealth of Knowledge blog and financial seminars.

Click on one of the images below for more information