INVESTMENT MANAGEMENT

See How Disciplined Investing Compounds Over Time

Small, consistent contributions — paired with a sound investment strategy — can produce extraordinary results over time. Use our calculator to model your potential growth, then let our advisors build the real plan.

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For illustrative purposes only. Not financial advice. Past performance does not guarantee future results.

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Harrington & Co investment team analyzing portfolio data
OUR INVESTMENT APPROACH

Research-driven. Tax-efficient. Built to last.

We build diversified portfolios using institutional-quality research, disciplined rebalancing, and proactive tax management. Every portfolio is tailored to your specific risk tolerance, time horizon, and financial goals.

As a fee-only fiduciary, we never earn commissions or sell products. Our only incentive is growing your wealth — and we have been doing exactly that for over three decades.

Learn About Our Process

We build globally diversified portfolios across asset classes — equities, fixed income, alternatives, and real assets — calibrated to your specific risk profile and return objectives. Every allocation decision is backed by our investment committee's research and stress-tested against multiple market scenarios.

We implement strategic tax-loss harvesting, asset location optimization, and capital gains management across all your accounts. These strategies can add meaningful after-tax value to your portfolio over time — often 1-2% annually — without increasing your investment risk.

We monitor portfolio risk daily using institutional-grade analytics. Our approach includes dynamic rebalancing, downside protection strategies, and concentration risk management — ensuring your portfolio stays aligned with your goals even when markets become volatile.

For qualified investors, we provide access to institutional-quality alternative investments — including private equity, real estate, and hedge fund strategies — that can enhance diversification and improve risk-adjusted returns. Minimum investment thresholds apply.

How Much Are High Fees Costing You?

Compare the long-term impact of different fee structures on your portfolio. The difference may surprise you.

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This calculator is for illustrative purposes only and does not constitute financial advice. Actual returns may vary.

“I had my investments spread across three different brokerages with no real strategy. Harrington & Co consolidated everything, built a proper allocation, and my portfolio has outperformed my old approach by over 2% annually. The tax savings alone have been worth it.”

Jonathan W. Investment Management Client

“What sets Harrington & Co apart is the transparency. I know exactly what I am paying, exactly why each investment is in my portfolio, and I have direct access to the advisor who manages my account. That level of service is rare.”

Patricia L. Portfolio Management Client
COMMON QUESTIONS

Investment management questions

Our wealth management services typically require a minimum of $500,000 in investable assets. However, we are happy to discuss your specific situation during a discovery call, as we can often accommodate clients who are building toward that threshold.

We charge a transparent, asset-based advisory fee calculated as a percentage of assets under management. Our fee schedule is tiered and decreases as your portfolio grows. We do not earn commissions, receive kickbacks, or charge hidden fees. You will always know exactly what you are paying and what you are getting.

Fee-only means our entire compensation comes from the advisory fee you pay — we never receive commissions, referral fees, or revenue from financial products. Fee-based advisors, by contrast, may earn commissions in addition to their advisory fee, which can create conflicts of interest. We believe fee-only is the gold standard of fiduciary advice.

We benchmark every portfolio against a blended index that matches your target allocation, and we report performance net of all fees. You receive quarterly reports that show exactly how your portfolio is performing relative to the market, and we discuss results in detail during every review meeting.

Ready to invest with confidence?

Whether you are consolidating accounts, building a new portfolio, or looking for a better investment strategy — our advisors are here to help. Every consultation is complimentary and confidential.

Start Growing Your Portfolio

Tell us about your investment goals and a senior advisor will contact you within one business day. No cost, no obligation.

Your portfolio deserves a real strategy

Schedule a complimentary consultation with a senior investment advisor. No cost, no obligation, no sales pitch.