KJ Harrison’s approach centers on a strategic capital allocation relationship with our clients.
We work with our clients to define financial success. Our approach focuses on establishing a client’s objectives through an in-depth strategic planning process, while paying particular attention to investment goals, risk tolerance and time horizon.
Once we have completed the strategic wealth plan for our clients we allocate their capital across our various investment strategies. By aligning the appropriate investment strategy with a client’s corresponding investment goals, risk profile and time horizon, they feel more confident and grounded that the right capital allocation decisions have been made.