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 billing 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 strive first and foremost to give our clients peace of mind by spending the time to get to know them and their goals so we can apply our specialized experience, knowledge and expertise to provide personalized solutions and service.

We find our firm’s approach of actively managing portfolios of individual stocks and bonds to be increasingly rare as industry trends have leaned toward un-personalized passive-style platforms and inflexible model portfolios.  We feel it offers our clients a higher-level tailored solution to identify and own companies which help target their specific investment goals.

We have an incredible amount of in-house and externally-sourced 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 believe in a “one size fits all” strategy.

We do not use model portfolios.   No two clients have the exact same portfolio because no two clients have the exact same needs and goals.

We also work with clients on unwinding concentrated and low-cost basis holdings and managing tax liabilities.

Our online portal provides clients access to their full account holdings and offers a variety of tools for analyzing those holdings.

The portal also allows clients a paperless option for viewing the summary statements we provide quarterly in addition to billing details and our market perspectives newsletter.

Delivering tailored investment and financial solutions for our clients demands being engaged with our clients and evolving those solutions based on the feedback we receive.

Our priority is to be your financial home for all seasons of life.

Call Us Today - 713-621-1155

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