About Us

If you’re a Registered Investment Advisor firm seeking a transition, we’re interested in investing with you.

Harmony Asset Management, LLC is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate retirement plans. Originally founded in 1993, Harmony serves clients seeking an alternative to the “too big to fail” banks and brokerage firms that often lack objectivity, customization, candor and consistency. Since our inception we have remained an advisory fee-only firm and receive no commissions or any other types of remuneration, ensuring that we are completely independent and conflict-free. With a singular focus on building long-term wealth for clients, investment management is our only business. Led by a former Morningstar #1 ranked manager, Harmony is a true multi-asset class manager and seeks to achieve above-average returns to the market while employing below-average risks. We adhere to classic investment principles that capitalize on a combination of high quality asset classes—fully customized based upon client suitability, goals and risk parameters – and never limit our portfolios to pre-determined weightings or sectors.

We invite you to read our Market Updates and Investment Publications in our News & Commentary section.

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Please view our ADV Part I and Part II.

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