Harrison Group Earns Noteworthy Recognition from NBF- 2014 Regional Awards of Excellence

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."

Click Here to see the 2014 Awards of Excellence letter


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".

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