--- title: Investment Management | Harrington & Co description: Research-driven portfolio construction, tax-efficient investing, and risk management tailored to your specific goals and risk tolerance. --- [Skip to main content](https://www.nopethemes.com/harrington-co/services/investment-management#main-content) [![Harrington & Co .](https://www.nopethemes.com/hubfs/harrington-co-logo.png)](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Home](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Home](https://www.nopethemes.com/harrington-co/homepage?hsLang=en) - [Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Blog](https://www.nopethemes.com/harrington-co-blog/blog?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Schedule a Call](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![Wealth management strategy meeting](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-8.jpg) SERVICE AREA # PORTFOLIO MANAGEMENT Disciplined, research-driven investment management tailored to your goals, risk tolerance, and time horizon. ![Advisors reviewing portfolio analytics together](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-6.jpg) OVERVIEW ## Guiding your wealth through every market cycle Our portfolio management practice provides disciplined investment counsel to individuals, families, and institutions. We design and manage diversified portfolios using institutional-quality research, tax-efficient rebalancing, and active risk monitoring — helping our clients pursue long-term growth while protecting against downside. Whether you are building wealth for retirement, managing a liquidity event, or preserving assets for the next generation, our team brings the strategic insight and hands-on experience needed to achieve your objectives efficiently and effectively. 01 ### Asset Allocation & Diversification Strategic allocation across asset classes, geographies, and sectors — designed to optimize returns for your specific risk profile and investment timeline. → 02 ### Tax-Efficient Investing Tax-loss harvesting, asset location optimization, and strategic rebalancing to minimize your tax burden and maximize after-tax returns. → 03 ### Risk Monitoring & Rebalancing Continuous portfolio surveillance with systematic rebalancing to maintain target allocations and manage exposure during volatile markets. → 04 ### Alternative Investments Access to private equity, real estate, hedge fund strategies, and other alternative asset classes for qualified investors seeking enhanced diversification. → 0 Assets Under Management 0 Client Portfolios 0 Years Average Experience 0 Client Retention ![Advisors in a portfolio strategy meeting](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/helper-img-3.jpg) OUR APPROACH ## Why choose us for portfolio management Managing wealth demands meticulous attention to detail and an understanding of both the financial and personal realities at play. Our advisors bring decades of investment experience to every engagement, identifying risks early and structuring portfolios that protect our clients' interests while pursuing growth efficiently. We take a collaborative approach, working closely with your CPA, estate attorney, and other advisors to ensure seamless coordination. Our goal is not just to manage your money — but to position your family for sustained financial success. [About the Firm](https://www.nopethemes.com/harrington-co/about?hsLang=en) FREQUENTLY ASKED ## Portfolio Management FAQ What is your investment philosophy? We follow a disciplined, evidence-based approach to investing. We build globally diversified portfolios aligned with each client's goals and risk tolerance, using a combination of low-cost index funds, actively managed strategies, and alternative investments where appropriate. We believe in long-term investing, tax efficiency, and systematic rebalancing. What is the minimum investment to work with you? Our portfolio management services typically require a minimum of $500,000 in investable assets. For comprehensive wealth management including financial planning, the minimum may vary. We are happy to discuss your situation during a complimentary discovery call. How are your advisory fees structured? We charge a transparent, asset-based fee calculated as a percentage of assets under management. Our fee schedule is tiered — the percentage decreases as your portfolio grows. We do not earn commissions or receive compensation from product providers, ensuring our advice is fully aligned with your interests. How often will we meet to review my portfolio? We conduct formal portfolio reviews at least quarterly, with comprehensive financial plan reviews annually. In between, we are available for ad-hoc conversations whenever your situation changes or you have questions. Many clients appreciate the regular touchpoints, but we adapt our communication frequency to your preferences. ![James Richardson](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/portrait-1.jpg) James Richardson Managing Director ![Sarah Chen](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/portrait-2.jpg) Sarah Chen Senior Wealth Advisor ![Emily Brooks](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/portrait-3.jpg) Emily Brooks Portfolio Analyst ![Michael Torres](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/portrait-4.jpg) Michael Torres Associate Financial Planner “ > “They guided us through a complex retirement transition with professionalism and unwavering dedication. Our portfolio performance exceeded all expectations.” Robert & Diana Mitchell Retirement Planning Client “ > “During one of the most volatile market periods, this firm provided calm guidance and strategic rebalancing. We felt truly supported every step of the way.” Sarah Jennings Wealth Management Client “ > “Their attention to detail in our estate plan was remarkable. They identified tax-saving opportunities we never would have seen on our own.” Michael & Lisa Park Estate Planning Client “ > “The advisory team was outstanding. They built a diversified portfolio aligned with our values and kept us informed throughout the entire process.” David Chen Portfolio Management Client ## Discuss Your Investment Goals Schedule a complimentary consultation with an experienced portfolio advisor. [Contact Us](https://www.nopethemes.com/harrington-co/contact?hsLang=en) ![harrington-co-logo-negative](https://www.nopethemes.com/hubfs/harrington-co-logo-negative.png) Dedicated to building and preserving your wealth for generations. ###### Services - [All Services](https://www.nopethemes.com/harrington-co/services?hsLang=en) - [Investment Management](https://www.nopethemes.com/harrington-co/services/investment-management) - [Retirement Planning](https://www.nopethemes.com/harrington-co/retirement-planning?hsLang=en) - [Family Wealth Transfer](https://www.nopethemes.com/harrington-co/family-wealth?hsLang=en) - [Financial Calculator](https://www.nopethemes.com/harrington-co/financial-calculator?hsLang=en) - [Discovery Call](https://www.nopethemes.com/harrington-co/discovery-call?hsLang=en) - [Advisor Profile](https://www.nopethemes.com/harrington-co/advisor-profile?hsLang=en) ###### The Firm - [About](https://www.nopethemes.com/harrington-co/about?hsLang=en) - [Advisors](https://www.nopethemes.com/harrington-co/advisors?hsLang=en) - [Client Outcomes](https://www.nopethemes.com/harrington-co/client-outcomes?hsLang=en) - [Testimonials](https://www.nopethemes.com/harrington-co/testimonials?hsLang=en) - [News & Awards](https://www.nopethemes.com/harrington-co/news?hsLang=en) - [Careers](https://www.nopethemes.com/harrington-co/careers?hsLang=en) - [Events](https://www.nopethemes.com/harrington-co/events?hsLang=en) - [Community](https://www.nopethemes.com/harrington-co/community?hsLang=en) ###### Resources - [FAQ](https://www.nopethemes.com/harrington-co/faq?hsLang=en) - [Documentation](https://www.nopethemes.com/harrington-co/documentation?hsLang=en) - [Wealth Guide](https://www.nopethemes.com/harrington-co/wealth-guide?hsLang=en) - [Locations](https://www.nopethemes.com/harrington-co/locations?hsLang=en) - [Client Portal](https://www.nopethemes.com/harrington-co/client-portal?hsLang=en) - [Contact](https://www.nopethemes.com/harrington-co/contact?hsLang=en) - [Legal](https://www.nopethemes.com/harrington-co/legal?hsLang=en) Harrington & Co Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future results. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. The firm is a fiduciary to clients. Advisory services are only offered to clients or prospective clients where Harrington & Co Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Harrington & Co Wealth Management unless a client service agreement is in place. © 2025 Harrington & Co Wealth Management. All rights reserved.