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Harris myCFO Investment Advisory Services LLC

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Harris myCFO Investment Advisory Services LLC

Overview:

Advantages of Harris myCFO:
* Comprehensive - Unlike other advisory firms, Harris myCFO offers expertise in all key areas of wealth services: Tax Planning and Compliance, Investment Advisory Services, Estate and Trust Services, Risk Management and Insurance, Philanthropy, and Expense Management and Financial Reporting. Our Investment Advisory Services include investment analysis, asset allocation, manager selection, asset placement, plan monitoring and resource provider management.

* On Your Side - Harris myCFO acts as your advocate in selecting top tier professional service providers. We also monitor performance to ensure they are pursuing your best interests.

* Objective - We work with your current advisors, independent third-party providers and our own internal specialists as a unified team. Our goal is to build the best possible group of advisors for your wealth strategy. You are not locked into any single financial institution's proprietary products or services.

* Coordinated - You have a dedicated Client Services Director as your single point of contact who coordinates the delivery of services from a multidisciplinary team of specialists. All of our services are delivered with the highest level of personalized attention.

* Transparent - Harris myCFO is a fee-only based service. All of our fees are clearly detailed in our service level agreement.

* Accountable - Our technology platform delivers comprehensive reports that encompass your entire wealth management strategy. You get a clear picture of how every facet of your finances is performing, both individually and relative to your overall plan. And we are judged by the results we deliver.

* Customized - At Harris myCFO, we understand the needs of affluent families. We have made the investment to build a business that is tailored to your unique situation while at the same time, offers the support and infrastructure of a large organization.

* Flexible - You have the flexibility to choose our Comprehensive Family Office solution, or to access specific services to enhance your existing family office capabilities.

* Proven - Many of America's wealthiest families already trust Harris myCFO with their wealth management success. Harris myCFO is part of BMO Financial Group, one of the largest diversified financial service providers in North America.

Minimum Investable Assets: $25 million

Net Worth of largest client: $3 billion

Asset Under Management: $18 billion

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