William Harris Investors: An Overview of the Investment Firm
William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Established in 1976 by Irving B. Harris to manage his own family’s capital, the firm has since expanded its services and now provides investment and wealth management services to four generations.
With a legacy of service and family values, WHI has established itself as a trusted wealth advisor to high-net-worth individuals and families. The firm’s investment philosophy centers on a long-term, value-oriented approach to identifying opportunities that align with its client’s goals and objectives.
WHI’s has experienced team of investment professionals that works closely with clients to develop personalized investment strategies that are tailored to their unique needs and circumstances.
Overview of William Harris Investors
William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm that serves as the family office for the Irving B. Harris family.
It provides investment and wealth management services to four generations of the Harris family. The firm invests in various investment strategies, including public and private equities, fixed income, venture capital, hedge funds, and real estate.
As a family office, it offers a range of services beyond investment management, including estate planning, tax planning, and family governance. The firm’s multi-generational approach ensures that they are able to provide continuity of service and support to their clients and their families for generations to come. With a commitment to excellence and a focus on delivering superior results, WHI has earned a reputation as one of the leading wealth management firms in the industry.
History
William Harris Investors was founded in 1976 by Irving B. Harris to manage his own family’s capital. The firm became a Registered Investment Adviser in 1987.
Since then, WHI has continued to grow and expand its services while maintaining its commitment to providing clients with personalized investment and wealth management services.
Services Offered
William Harris Investors offers its clients a range of investment and wealth management services, including financial and estate planning, cash management, accounting and administrative, tax preparation, and other services. The firm’s experienced professionals work closely with clients to develop customized investment strategies that align with their individual goals and risk tolerance.
WHI’s investment approach is based on a long-term perspective, focusing on generating consistent, risk-adjusted returns over time. The firm’s investment philosophy grounds in a deep understanding of the markets and the underlying economic fundamentals that drive them.
In addition to its investment and wealth management services, it shows commitment to giving back to the community. The firm supports several charitable organizations and initiatives, including those focused on education, healthcare, and the arts.
Fees
WHI has established itself as a trusted partner for individuals and families seeking personalized investment and wealth management services. The firm’s commitment to excellence, integrity, and client service has earned it a reputation as one of the leading investment firms in the industry.
Like most investment firms, William Harris Investors charges fees for their services. The fees vary depending on the services provided but generally align with industry standards.
Clients can expect to pay a management fee based on the number of assets that they manage.
Conclusion
In conclusion, William Harris Investors is a reputable investment firm providing personalized service to its clients for over 40 years.
The firm has a long and successful history, offering a wide range of investment services to help clients achieve their financial goals. With expertise in various sectors and market segments, William Harris Investors is well-equipped to provide tailored investment solutions to meet each client’s unique needs.
William Harris Investors is worth considering if you’re looking for an investment firm that puts your needs first. With their personalized approach and commitment to excellence, they can help you navigate the complex world of investing and achieve your financial goals. To read more interesting articles, visit us today.
