Many broker/dealers pay lip service to the investment needs of high-net-worth individuals - and the representatives that work with them -  then present both groups with a plain-vanilla menu of investment alternatives. Sanders Morris Harris Partners aims a lot higher. The key to our approach is access. Access obviously to the normal, high quality investments that you would expect from the general marketplace. And access to a management team that is experienced in the financial services industry at a level beyond most broker/dealers.   But then we go beyond that with individual, personalized access to senior professionals that is impossible at a larger firm. Access to top-rated investment analysts covering a broad range of dynamic industries and companies. Access to a world-class market-making operation and trading desk. Access to private placements, IPOs, and other deals often marketed by larger firms only to institutional clients.

Underlying the entire effort is a simple, unrelenting desire: to give you, the financial professional the tools you need to build wealth for your clients and to differentiate yourself in a crowded marketplace.  No matter what the size of their portfolios.

Equity Investing and Money Management
Our core financial advisory and investment management offerings, personally tailored to high-net-worth investors.

Private Equity Funds
A range of limited partnerships with a common theme: Opportunity.

Corporate Executive Services
Stock-option programs, retirement plans, and other strategies for corporate executives.

Equity Research
Our award-winning research team gives private clients the advice usually reserved for institutional investors.