Basic Harrington Wealth Management Investment Philosophy
Our investment approach is based on Modern Portfolio Theory, significant academic research, and proven long-term performance of index funds. Our general belief is that markets are efficient, and any increase in expected return comes with an increase in portfolio risk. It has been proven through multiple academic studies that asset allocation and not security selection is the primary determinant of portfolio variability and return. We therefore focus on strategic asset allocation (longer term view), and to a lesser extent, on tactical asset allocation (shorter term view). The tailored portfolio allocation is based on an Investment Policy Statement, which is generated from the unique characteristics of each client.
- Harrington Wealth Management
- Our firm provides comprehensive trust and investment management services by employing a customized asset allocation approach. By focusing on the individuality of each client, Harrington Wealth Management Company has helped high net worth individuals, families, and small institutions grow and sustain their wealth through proven investment practices since 1994. A fee-only advisor, we also offer other financial services from our offices in California, Kansas and Indiana that include custody, estates, land trusts, probate administration, guardianships, personal trust administration, retirement plan services, and investment consulting services.
