Who We Are

Founded in 1996, Adell, Harriman & Carpenter, Inc. is an employee-owned SEC Registered Investment Advisor providing investment management and financial counsel services to individuals, families, and institutions.

We act as a Fiduciary for our clients.  We have a transparent fee-only structure, which allows us to focus solely on the best interest of the client at all times.  We do not sell products or receive commissions.

Why Adell, Harriman & Carpenter, Inc.?

We, first and foremost, strive to provide the best performance and give you peace of mind.

We find our firm’s approach of using individual securities such as stocks and bonds to construct client portfolios to become increasingly unique.  While industry trends tend to lean toward passive style funds which may include layered fees, we feel it is better for our clients to find the top companies in each industry and construct portfolios to achieve our client’s goals.

We have an incredible amount of research at our disposal, and seek to make appropriate, strategic decisions based on corporate earnings and fundamentals, market conditions, and other external factors.

We do not use model portfolios.  No two clients have the same portfolio because no two clients have the exact same needs and goals.  We do not believe in a “one size fits all” strategy. We also work with clients on unwinding concentrated positions and managing tax strategies.  We spend time building relationships with our clients to truly understand them.

Our clients have full access to their accounts and are able to monitor every trade made on their behalf.  We produce portfolio summary statements every quarter, and we also publish quarterly newsletters offering our market perspectives.  We view our work for you as a partnership.

Again, our top priority is to provide outstanding performance and service and to give you peace of mind.

Call Us Today - 713-621-1155

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