The primary focus of the firm is investment oriented with individualized asset allocations designed to provide risk reduction. Working exclusively on a Fee-Only basis, no discretionary accounts are accepted and no- load mutual funds are the preferred vehicle. Utilizing the services of third party vendors such as the Charles Schwab Co. and TD Ameritrade to custody assets, Harper Associates, Inc. is able to provide electronic account access, consolidated statements, performance reporting, monitoring and portfolio rebalancing.

The result is a small, efficient private practice with the emphasis on personal service and confidentiality.