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. 

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Voted #1 Investment Firm for 2018
734.242.2408
office@harwoodinvestments.com
214 E Elm Avenue, Suite 104
Monroe, MI 48162
© Harwood Investment Strategies LLC 2015–2018  /  All rights reserved  The Harwood logo is a trademark of Harwood Investment Strategies LLC
This website is only intended for current clients of Harwood Investment Strategies, LLC and residents of Michigan and/or Ohio. Harwood Investment Strategies, LLC is a Registered Investment Advisor.  Advisory services are only offered to clients or prospective clients where Harwood Investment Strategies, LLC and its representatives are properly registered or exempt from registration.  Content contained on this website is for information purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.  Such an offer can only be made in states where Harwood Investment Strategies, LLC is registered or is exempt from registration.  Representatives of the firm may only conduct business in a state if the firm and its representatives are authorized to do business in the state or are exempt from its registration requirements. Past performance is no guarantee of future returns.  Investing involves risk and possibly loss of principal capital.  If you have any questions please call 734-242-2408.