PORTFOLIOS

Five Distinct Portfolios

PORTFOLIOS

Five Distinct Portfolios

PORTFOLIOS

Five Distinct Portfolios

Harris Douglas Balanced Portfolio

The Harris Douglas Balanced Portfolio offers broad diversification within a single portfolio with a goal of balancing capital preservation and long-term capital appreciation for clients. While this portfolio will have a standard asset allocation of 60% equity and 40% fixed income, the asset allocation can change to take advantage of opportunities in the equity or fixed income market.

Harris Douglas Balanced Portfolio Management Fee

  • $500,000 to $2 million: 0.92 percent
  • $2 million to $3 million: 0.8 percent
  • $3 million to $5 million: 0.6 percent
  • Over $5 million: 0.48 percent