INVESTMENT PHILOSOPHY

Actively Managed Global Themes

At Harman Rogowski & Associates we don't believe in "buy and hold." We actively manage investment portfolios following global themes.

active management

Active Management vs. "Buy and Hold"

At Harman Rogowski & Associates we don't believe in passive "buy and hold" investment strategies. We believe your investment allocation should change with market conditions.

research approach

Global Theme Investing

We take a global thematic approach to investment selection. In short: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.

Current and past themes include molecular medicine, renewable energy, cannabis, cord cutting, surgical robotics and artificial intelligence.

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Initial consultations are always free. Let us show you how we can improve your financial life.

Our People

Meet our team of experienced, passionate professionals who strive to improve your financial well-being, so you are free to live the life you desire.

Our Values

Fiduciaries

Most financial advisors, especially those working for large financial institutions, are held only to a suitability standard. This means they can sell you investment vehicles that aren't necessarily in your best interests (the most likely to appreciate in value), as long as they are deemed suitable. A fiduciary is legally obligated to provide advice that is in your best interests. At Harman Rogowski & Associates being a fiduciary is in our contract.

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Holistic Advice

Our experienced team of CPAs and Financial Advisors integrate investment and tax planning considerations when giving advice. This holistic approach allows us to advise you with the "big picture" of your financial life in mind.

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Active Portfolio Management

At Harman Rogowski & Associates we don't believe in "buy and hold" strategies. We actively manage portfolios based on market conditions and economic outlook.

Global theme investing: we research themes, narratives, and disruptive ideas that will drive economic innovation and invest in them.

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Advice for every stage.

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