Watching for market signals, ignoring market noise.
Its basic economics: Track the forces of supply and demand
When demand exceeds supply, prices go up and vice versa. You are likely familiar with this concept already. This is why people put up lemonade stands in the summer and hot chocolate stands in the winter. It is why home values and gas prices fluctuate.
With over $784MM in assets (as of 10/31/2024), we seek to own securities controlled by demand regardless of what they are. This emotionless approach allows us to gravitate towards areas of leadership and strive to avoid areas of weakness.
Harvie Wealth Management Group encourages you to read the pages that follow. Please click here, to learn more about: Our Investment Philosophy.
We are honored to be recognized as a 2026 Forbes Best-In-State Wealth Management Team!
We are proud to share that Harvie Wealth Management Group has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This recognition reflects our ongoing commitment to helping clients pursue their financial goals with clarity and confidence.
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Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.