Everett Harris & Co.

Overview

Everett Harris & Co. is a Los Angeles-based investment management firm founded in 1937, offering asset management and advisory services to institutional investors. The firm manages over $10 billion in assets across more than 1,700 client accounts, providing discretionary and non-discretionary portfolio management services. Its clients include high-net-worth individuals, families, charitable organizations, foundations, endowments, pension plans, and other institutions. The firm's investment strategy primarily employs a long-term, buy-and-hold approach, focusing on portfolio customization for each client. It invests in a diverse range of securities, including U.S. and foreign equities, fixed-income securities, and options. The firm has been recognized in the CNBC Financial Advisor 100 list, ranking No. 30 in 2021, highlighting its prominence in the financial advisory industry. The firm's leadership includes David Clark as President and Oliver Crary as Chairman & Chief Executive Officer.