Harris James Associates Socially Accountable Investing

Harris James Associates New York, ensures that our clients possess the best info on which to base intelligent business and financial decisions in pursuit of superior investment performance. In order to achieve and maintain that standard of information and timely advice, management and staff are committed to a level of excellence in research, market intelligence, trade executions, and client service that is both demanding and rewarding. We judge our success in maintaining that high level of excellence by the one true measurement; the satisfaction and investment performance of our growing clientele. At Harris James Associates, the Client’s success is our primary objective. Investment success in these volatile times can be fleeting for many, which is why our commitment to excellence in everything we do will be a constant regardless of the often turbulent world around us.

Harris James Associates Portfolio Balancing

Portfolio Balancing

Rebalancing a person's investment decision profile can become a vital need due to private lifestyle adjustments for instance age, earnings, pension, inheritances, or even purchase or sale of a property or another significant property such as property, brand new assets requirements, as well as an modification in private associated risk threshold, and so on. As well, rebalancing is often required as a result of changes in asset allocation due to altered investment expectations, or to realign portfolio weightings in line with target allocations due to changing values of individual portfolio holdings. As part of the HJA commitment to excellence, and our focus on unparalleled client service, your HJA Account Executive will routinely monitor, and provide assistance when portfolio rebalancing is advised.

Harris James Associates - Our Strategy

We believe strongly in the concept of economic and market-led research. This "top down" approach is aimed at identifying the most vibrant and promising market sectors in which to direct its considerable industry and company research capabilities. We believe in the long term growth and development of the global economy as the world's people strive for a healthier and higher standard of living, particularly in those emerging economies that account for fully half of the global population. While there are many and varied stumbling blocks on the path of global economic and social progress, Harris James Associates recognizes that there are always sectors that exhibit superior potential in the dynamics of global development. We believe that selectivity is the key to long term investment success in the stock market......