Harwood Investment Strategies
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  • Home
  • Our Services
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  • Careers
Personalized Client Service, Transparency,

The Highest Level of Integrity

Personalized Investment Services:
​Investing is not just something we do, it is all we do. 

We provide fee only professional investment management (meaning we don't charge commissions) as well as advice and planning for individuals, families, trusts, business owners, and non-profit organizations. Our focus is a value-oriented investment management approach that centers around you and your objectives. We manage the following accounts on either a Discretionary or Non-Discretionary basis:
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Retirement Accounts (IRAs, Rollover IRAs, SEP IRAs, Simple IRAS, etc.)
Foundations
Trusts
Estates
Brokerage Accounts
(Individual, Joint, TOD, etc.)

What Does Discretionary and Non-Discretionary Mean?

Discretionary Investment Management
Free yourself from the often overwhelming responsibility of managing your investment assets. Let us help by taking on the investment process for you. We start by constructing a portfolio that meets your objectives, monitor and assess your account daily, and make any necessary adjustments as needed

Non-Discretionary Investment Advice
Utilize this service to gain access to our in-house research, investment experience, and advice. You will retain the responsibility to trade and rebalance your portfolio based on our recommendations. As with our Discretionary services, we develop a target asset allocation and then recommend investment selections for you to include in your own portfolio. You are ultimately responsible for executing those recommendations.

General Financial Consultations
These consultations are a great way to get a second opinion on your current portfolio and/or advice on an in-depth financial issue you may be considering. 
You may notice that we do not offer or sell insurance, tax preparation, accounting, or legal services. While we understand the relationship between portfolio management and the aforementioned services, they fall outside of our core business strategy. If you happen to need any of these services, we are happy to recommend very capable and trustworthy professionals in each of these fields with whom we are accustomed to working with. Our commitment to remain focused on investment management allows us to methodically search for and uncover valuable opportunities for our clients. 

OUR VALUES

These core values drive our business and strategic thinking on a daily basis:
INTEGRITY
FOCUS
INDEPENDENCE
COMMITMENT
VALUE

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Voted #1 Investment Firm for 2018

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734.242.2408
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office@harwoodinvestments.com
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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.
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