The Harrison Group has been selected as the regional winner of the NBF "Wealth Management Excellence" award. The criterion for this award is enumerated below and indeed, it does reflect quite clearly the practice and focus that has been evident for many, many years. We are especially pleased that superior investment performance amongst our peers at NBF is a major component in the selection of recipients, and we continue to strive to deliver such a strong relative performance, especially in the choppy and challenging markets as of late.
"The ideal candidate has a tangible representation of the business model of wealth management and a customer-centered approach for all financial matters. The advisor must demonstrate that retirement planning, estate planning, insurance and banking services are part of his/her business model. Moreover, the advisor must outperform both in terms of asset growth and in overall client portfolio performance. The finalists of this category must have an overall client performance equal or superior to third quartile and must have positive net new assets for the qualification period."
Karen and Paul Harrison were married in 1993 and started working together as Investment Advisors in 1996. Many people ask us "how we can work together and stay married?" The secret to our success is managing a "low stress" business built on "integrity and trust".
Thank you for visiting our web site. We chose to have a presence on the web to be able to communicate quickly and effectively with our clients, and to give prospective clients a way to find out more about us before meeting face-to-face. Please take the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The contact section provides our telephone numbers, as well as the information required to reach us by email.
Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.
We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to manage the world's most important investment... yours!