The
Future
of
Capital
is
Powered
by
Data
Delivering award-winning capital insights and strategies, powered by analytics.
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Award-Winning Advisors & CPAs

AS FEATURED IN

Differentiating through actively managed, personalized portfolios, we emphasize alternative investments and strategic tax optimization to maximize your financial potential.

What we do different

Deep Tax Integration

A comprehensive approach to financial management, merging tax optimization with strategic investment planning.

Alternatives

Offering diversification and potential for returns independent of traditional stock and bond markets.

Customized Portfolios

Tailored to each individual client and actively managed, unlike cookie-cutter portfolios.

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How we do it

We want to change how you invest and plan for your financial goals. Here is how we do it.

Alternative Investments

Specializing in non-traditional assets such as real estate, private credit, private equity, and structured notes, offering portfolio diversification and potential for returns independent of traditional stock and bond markets.

Transparency

Clear, comprehensive insights into the strategies, risks, and costs associated with portfolios.

Global Themes

Capitalizing on long-term shifts across global markets and anticipated macroeconomic trends, aligning investments with broader economic or social trends.

Active Oversight

Dynamically adjusting portfolios based on market conditions as compared to static buy-and-hold strategies.

Analytics

Minimizing human biases and enhancing investment precision by systematically analyzing securities, predicting market trends, and optimizing portfolio allocations.

Zero.  

Zero proprietary investments or products. Zero trade commissions accepted. Zero conflicts of interest with our clients.

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Your bank, our advice

Leave your money at your current bank, and let us handle investment management. We work with most major financial institutions offering discretionary portfolio management.

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our affiliated brands

Capital Data Science

Harman Rogowski & Assocates is a Capital Data Science company. Data Scientists, CPAs, Investment Advisors, & Consultants passionate about applying analytics to solve problems.

Capital Data Science
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Harman CPAs

Learn more about our award-winning affiliated Harman CPAs & Associates for tax planning, filing, and accounting services.

Explore Harman CPAs