integrity / independence / insight
Post on 25-Feb-2016
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Integrity / Independence / Insight
1About harmonic investment advisorsHarmonic Investment Advisors is a boutique, research-driven investment management firm creating customized solutions for institutions, private clients and non-profit organizations. About HARMONIC INVESTMENT ADVISORSLarge-cap CoreSmall/Mid-cap Core All-cap CoreSocially ResponsiblesolutionsAsset allocation strategies constructed from individual securities and exchange traded funds Investment-grade US bond portfoliosTaxable BondTax-exempt BondLong only, core-style US stock portfolios
Organization and backgroundLed by two Chartered Financial AnalystsOver 40 years of combined experienceCollectively managed over $2 Billion in assetsContributors to national and local media:Wall Street Journal, CNBC, Bloomberg, Idaho Statesman, Idaho Business Review, Boise State Public RadioRanked #1 in the Large Cap Core Equity Universe for 2009*
*Informa Investment Solutions databaseOrganization and backgroundHarmonic was founded November 2008 as an independent Registered Investment Advisor. HIA is operated by its two Principals:Kevin A. Jones, CFA: Head of Equity ResearchKenn Lamson, CFA: Chief Strategist & EconomistHarmonics only business line is discretionary investment management using stocks, bonds and exchange-traded funds.Harmonic Investment Advisors is regulated by and registered with the Idaho Department of Finance.
Organization and backgroundKenn Lamson, CFAProfessionalChief Investment Officer, Idaho Trust National BankSenior Portfolio Manager, US Bank Private Asset ManagementSenior Analyst, Financial Stocks Inc.Mutual Fund Manager, Star FundsOtherFounder and Past President, CFA Society of IdahoBoard member, Idaho Shakespeare FestivalBoard member, Boise State RadioCommittee member, Treasure Valley YMCAGuest Lecturer, Boise State UniversityBachelor of Science, Jacksonville State University (AL)Contributor to local and national media, including Idaho Business Review and Bloomberg
Organization and backgroundKevin A. Jones, CFAProfessionalChief Investment Officer, DB Fitzpatrick & Co.Senior Portfolio Manager, ICM Asset ManagementOtherPast President, CFA Society of IdahoBoard of Directors Catholic Charities of IdahoFinance Council member, St. Johns ParishAdvisory Council member, Boise State University College of Business & EconomicsGuest Lecturer, Boise State University and Gonzaga UniversityBachelor of Arts, University of California at Santa BarbaraContributor to local and national media, including Idaho Business Review, Bloomberg, The Wall Street Journal and CNBC
WHAT GOT US HERE
THE AFTERMATH BANK FAILURES
THE AFTERMATH LOW ECONOMIC GROWTH
THE AFTERMATH LOW ECONOMIC GROWTH
THE AFTERMATH REAL ESTATETHE AFTERMATH STOCK MARKET
THE AFTERMATH STOCK MARKET
THE AFTERMATH STOCK MARKET
THE AFTERMATH STOCK MARKET
THE AFTERMATH INTEREST RATESTHE AFTERMATH THE US$Harmonics positioningAsset AllocationStocks -> BondsTreasury Bonds at very extended valuationsSome areas of corporate bond market more attractiveForeign stocks -> USGrowth prospectsFalling US$Quality -> junkLarge company stocks -> smallDividendsForeign revenuesEarnings stabilityCommodities & Real EstateStill exposed but underweight
Harmonics positioningStock strategiesOverweight:Consumer StaplesEnergyHealthcareTechnologyUnderweight:Consumer DiscretionaryMaterials & ProcessingUtilitiesNeutral:FinancialsProducer Durables
Integrity / Independence / Insight
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