Harris bank

Investments and Retirement Planning
SEARCH
Home Advisory Approach Advisory Programs Brokerage Accounts Retirement Planning Contact Us Account Access
Disciplined Approach Objective Advice Service Commitment
 

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Disciplined Approach

At Harris, we carefully craft investment solutions using a disciplined approach that helps to ensure that you reach your investment goals. This multi-step process allows our clients to implement a planned approach to investment success.


Understanding You
A personalized process that helps you achieve investment success begins with an understanding of your investment goals and objectives.


Allocating Your Assets
Asset allocation is a systematic approach to balancing risk and return in a portfolio. Its goal is to deliver the most return for a given level of risk, and it requires that investors be realistic about return expectations and their comfort with market ups and downs.


Implementing Your Portfolio Strategy
Important considerations for structuring your portfolio include making recommendations from a wide range of investment alternatives.


Tracking Your Progress
Your portfolio is monitored to ensure that it remains appropriate for your needs and inline with our expectations.


To learn more about investment advice and guidance, call us at 1-888-360-6394 or email us.

Member FINRA/SIPC


Online Services
Resources
Talk to a Financial Advisor now.
Quick Links




Harris® is a trade name used by Harris N.A. and its affiliates. Member FDIC External link leaving harrisbank.com Equal Housing Lender Logo

Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites.

Brokerage (including mutual funds and annuities) and investment advisory services are offered through Harris Investor Services, Inc., member FINRA/SIPC , SEC-registered investment adviser. Insurance offered through Harris Bancorp Insurance Services, Inc.  Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Not all products are available in all states. Products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.