Values and Mission

The watch-words Harmonic lives by are: Integrity, Independence and Insight.


  • Attentiveness to client needs
  • Confidentiality
  • Transparency of process and reporting


  • Proprietary intellectual capital
  • Global diversification
  • Local management


  • Broad and deep professional experience
  • Collaborative management

Harmonic’s mission statement is:

  • Create and manage, in an environment of integrity, long-term investment portfolios that are optimally structured to suit each client’s unique circumstances.

When clients employ Harmonic Investment Advisors, they place their trust in us. We embrace the responsibility implied by their commitment and pledge to work daily to validate that trust.

Codes of Ethics

The employees of Harmonic Investment Advisors adhere to the CFA Institute Code of Ethics (link here).  Additionally, HIA has adopted the CFA Institute Asset Manager Code of Professional Conduct (link here) and maintains its own Code of Conduct.  Our firm pledges:

  • To act in a professional and ethical manner at all times
  • To act for the benefit of clients
  • To act with independence and objectivity
  • To act with skill, competence, and diligence
  • To communicate with clients in a timely and accurate manner
  • To uphold the rules governing capital market
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