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We offer a variety of specialized services designed to meet your specific goals and needs.

 

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Our Company

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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What We Offer

A Cup of Coffee and a Second Opinion
When the markets turn as volatile and confusing as they have recently, even the most patient investors may come to question the wisdom of the investment plan that they've been following.
At Harrison Capital Management, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help, if we can, and to that end, here's what we offer:
A cup of coffee, and a second opinion.
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

Harrison Capital Management is an independent firm with securities offered through Summit Brokerage Services, Inc., Member of www.FINRA.org & www.SIPC.org. Advisory services offered through Summit Financial Group Inc. Registered Investment Advisor

This site is published for residents of the United States only. Registered Representatives of Summit Brokerage Services Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state. For additional information please contact the representative(s) listed on the site, visit the Summit Brokerage site at www.summitbrokerage.com

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