At the core of Private Client Services is a personally tailored set of offerings of financial advice and money management. Our financial advisors work closely with clients, on a case-by-case basis, to develop investment strategies consistent with the client's financial goals, near term and long term. Our services include monitoring market events and access to a full range of mainstream Wall Street investments. But we go further by offering private-client participation in private placements and IPO deals closed to individuals at other firms.
In addition, for clients seeking a "turnkey" approach to financial management, Sanders Morris Harris offers the services of in-house money managers on a wrap-fee basis, and has forged relationships with well-known money managers outside the firm who can be accessed on a fee basis. Depending on your investment temperament, the full range of investment styles is available - from balanced to aggressive growth, from small-cap to international.
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