Finding the Right Fit

 A successful client-advisor relationship relies on open communication, trust, cooperation and a shared set of values.  Before beginning new client relationships we like to make sure both parties feel comfortable with one another, share similar values and have reasonable expectations of one another.  

Although we would like to work with everyone interested in Harwood Investment Strategies, we know that occasionaly we are not the best fit for every investor and currently only take new clients who are residents of Michigan and Ohio.  On a case-by-case basis, we also manage investments for clients in other states.

The following questions are meant to act as a very general guide in helping you determine whether we might be a good partner to help meet your investment needs. If you still have questions please call us at (734) 242-2408.