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Michael Harris, CFA®, CFP®
TriVant Custom Portfolio Group, LLC

Tel: 619-286-3930
600 West Broadway, Suite 225
San Diego, CA 92101
TriVant Custom Portfolio Group, LLC | Financial Advisor in San Diego ,CA

About Michael Harris

Michael has over two decades of experience in 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. He also has a CFP certification from the Certified Financial Planner Board of Standards. Michael lives in La Mesa with his wife, Cindi, and has two grown children who live in Southern California as well.

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 for Helix Charter High School.


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.

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General Information

Firm Start Year:   2003
No.of Employees:   2-4
States Licensed in:   All
Work with the following types of clients:   Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management, Estate Planning & Trusts

Services

Investment Types:   Stocks, Bonds, Mutual Funds, Commodities
Can meet clients in the following ways:   Your Office, Via Phone, Video Conference, Our Office

Qualifications & Memberships

Financial Organization Memberships:   CFA Institute, CFA Society of San Diego

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.875%

Board Positions

Organization :   Home of Guiding Hands, El Cajon, CA
Position :   Treasurer
Duration :   2010-Present

Education

Bachelor of Arts  - Political Science   UCLA  - Los Angeles, CA
1980- 1985
MBA  - Business   San Diego State University  - San Diego
1995- 1998

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Faqs

Do you have a customer satisfaction or refund policy?

We act as a fiduciary for our clients.

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.

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.

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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


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


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.

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