Hara Capital LLC

Overview

Hara Capital LLC is a financial advisory firm based in Bellevue, Washington, offering customized portfolio and asset management services. The firm was established in 2021 by Robert J. Dainard and is registered with the SEC as a financial advisor. Hara Capital provides both discretionary and non-discretionary investment advisory services, tailoring strategies to individual client goals, risk tolerance, and time horizons. The firm constructs portfolios using liquid assets such as equities, ETFs, fixed income securities, and non-US securities, considering factors like inflation and pro-cyclical investment risks. Hara Capital is a fee-only advisory firm, charging up to 1% of assets under management, with fees based on the market value of assets. Clients have the option to terminate the agreement without penalty upon written notice. The firm does not accept performance-based fees and generally requires a minimum account size of $5 million, although this may be waived at their discretion. Hara Capital's investment philosophy focuses on fundamental analysis and a Quality-Value approach to security selection, aiming to construct diversified, long-term portfolios. The firm emphasizes risk management and provides financial planning services alongside portfolio management. Clients' accounts are reviewed quarterly.

Investment Focus

• Minimum account size of $5 million, which may be waived at the firm's discretion.