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Investment Oversight

Investment Management Expertise
In addition to the customized planning we provide, a great deal of time and energy is focused on developing portfolio and investment strategies that align with your specic goals. Your investments are managed and monitored by a professional team with the knowledge needed to manage risk and keep you positioned for today and tomorrow. The team includes:

Larry Harvey, ChFC, Founder & Chief Executive Officer

larry-oversightLarry Harvey has successfully owned and operated a wealth management ­firm for more than 30 years placing him among the top of the nation’s investment advisors. Mr. Harvey is a Chartered Financial Consultant and an Investment Advisor Representative. He has degrees in Accounting and Business Management from the University of Tampa.

Jonathan Scheid, CFA, Investment Strategist

scheid-oversightJonathan Scheid serves as President and Chief Investment Ocer of Bellatore Financial. He is a CFA charter holder, member of the CFA Institute and the CFA Society of San Francisco, and has been published in multiple industry publications. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.

Strategic Investment Oversight at Bellatore Financial, Inc. 
Through our partnership with Bellatore Financial, Inc. we have access to some of the most recognized and esteemed names from the field of finance and economics including a Nobel Laureate. Clients benefit from a well-researched, disciplined investment process which includes ongoing monitoring and risk management.

Harry M. Markowitz, PhD

markowitz-oversightHarry M. Markowitz won the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. Recognized as the founder of Modern Portfolio Theory and one of the nation’s best known minds in Finance, Dr. Markowitz is a professor of nance in the Rady School of Management at UC San Diego. He received his PhD in economics from the University of Chicago.

Meir Statman, PhD

statmanMeir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral nance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. He received his PhD from Columbia Un iversity and his BA and MBA from the Hebrew University of Jerusalem.

Sanjiv Das, PhD

das-oversightSanjiv Das is Professor of Finance at Santa Clara University. His current research includes modeling of default risk, derivative pricing models, portfolio theory and venture capital. He holds post-graduate degrees in Finance (MPhil and PhD from New York University), Computer Science (MS from UC Berkeley) and an MBA from the Indian Institute of Management, Ahmedabad.

     

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]