Michael Harris

Tel: (619) 286-3930
750 B Street Suite 3300
San Diego, CA 92101
TriVant Custom Portfolio Group, LLC | Financial Advisor in San Diego ,CA

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a
good return and good service to our clients.

We are transparent in how we serve our clients. We make
understandable investments in publicly-traded assets. We never
tie your money up in illiquid assets, annuities or private
equity. You always have access to your money when you need it.

Our clients have security in knowing their assets are held at
Charles Schwab where they can review their accounts at any time.
Our statements clearly show your investments, their values and
your performance.

By operating transparently, we give our clients peace-of-mind
showing them that we invest in a straight-forward manner and
that we are advising in their best interest.


General Information
Firm Start Year:   2003
No.of Employees:   2-4
States Licensed in:   All
Qualifications & Memberships
Financial Organization Memberships:   CFA Institute , CFA Society of San Diego


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets


Board Positions
Organization:  Home of Guiding Hands  El Cajon, CA
Position :  Treasurer
Duration :  2010-Currently holding


Education
Bachelor of Arts - Political Science  UCLA - Los Angeles, CA
1980- 1985

MBA - Business  San Diego State University - San Diego
1995- 1998



FAQs

  • Do you have a customer satisfaction or refund policy? We act as a fiduciary for our clients.
  • What services do you provide? What are your specialties? We specialize in long-term investment portfolios for individual clients and non-profits organizations.
  • What is your experience? How many clients do you currently manage? We have 100 clients approximately.
  • What financial institution(s) do you represent? We are an independent registered investment advisor (RIA). Our clients' assets are custodied at the Institutional Division of Charles Schwab.
  • How do you charge for your services? We are a fee-based Registered Investment Advisor. We do not sell annuities or other high-commission products.
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Michael Harris

Michael Harris

CERTIFIED FINANCIAL PLANNER™ Certificant, CFA

Biography


Michael has almost two decades of experience in the area of investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms.

Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. Michael lives in La Mesa with his wife, Cindi, and their two children.

Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors, as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member of Helix Charter High School.

My Team


John brings two decades of financial expertise to the TriVant team. He joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department. At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios. His expertise regarding risk and hedging strategies was often sought and implemented by management. John oversees all aspects of portfolio strategy decisions at TriVant. John co-authored an article entitled ?Mandating the Probability of Success: A New Approach to Retirement Planning (Journal of Retirement Planning, November-December 2006). ...more


Dan has more than 25 years of experience in the finance industry. His career began at Citizens Trust Bank ( Vancouver, BC, Canada ) as the Marketing Manager of the Foreign Exchange Department. He later founded and managed a mid-sized investor relations firm for several years. Subsequently he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team. At Fisher Investments, Inc., he started as a senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division. He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommen ...more


Communities Served

All

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 5:00 PM

Awards & Recognitions


HGH Board Member of the Year
(06/30/2016)

Board member of the year recognizes an individual for making a positive contribution to Home of Guiding Hands, an organization that provides care and housing for people with physical or mental challenges.