Harvard House has a unique financial planning philosophy that derives the investment plan from the client’s income need. While the concept is pretty clear for clients, the link to how this is applied in portfolios is somewhat more opaque. In the next Insight, Robin Gibson will explore the implementation of a portfolio from a financial plan and also demonstrate that growing income is good not just for those who need income, but also those who need capital growth.

Please join us for some light snacks and refreshments. At the same time you can get to personally know some of the Harvard House Team, including but not limited to, some of the Directors, Asset Managers and Financial Consultants.