Our Investment Approach and Process

envision wheel NEW.png

We utilize the Envision® planning process:

Your Envision plan is designed to create a benchmark unique to your goals and circumstances as a way to track progress along the way. This information will update each night and is available on your statements and online.

Investment approach and process

Harris Financial Strategies Group views clients’ wealth as being irreplaceable. Therefore, we focus on helping clients achieve competitive long-term returns at a controlled level of risk. 

We do this by:

white diamond.png

Building globally diversified portfolios and managing them proactively
white diamond.png

Adhering to a disciplined, research driven investment process
We believe the best way to achieve superior long-term results is by building a diversified quality portfolio and staying invested for the long term. Our investment philosophy is based on these four tenets.

We believe the best way to achieve superior .png

IMPORTANT: The projections or other information generated by Envision® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,00 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC, © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Diversification is an investment method used to help manage risk. It does not guarantee investment returns or eliminate risk of loss including in a declining market.