• A Fiduciary—rooted in the Latin words "fides" (faith) and "fiducia" (trust)—must act prudently, disclose all relevant information, eliminate as many conflict of interest as possible and disclose any that remain.

    Definition from The Wall Street Journal (Feb. 11-12, 2017 Edition)

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Independent

Robert Harrell, Incorporated (RHI) is, and always has been, an independent fiduciary with no conflicts of interest. We have no affiliation with insurance companies, broker/dealers, actuarial firms, accounting firms, custodian or trustee organizations, or investment management organizations. We do not accept fees or commissions from investment managers, nor do we charge them to be included in our database. This independence allows us to provide our clients with unbiased evaluations and analysis.

Objective

In today's marketplace, objective advice is hard to find. Due to our independence and conflict free environment RHI is able to achieve this objectively. This unbiased approach is the lifeblood of our consulting work and the reason for our low client turnover.

Research-Based

The investment tools utilized by RHI are proprietary to our research group based on the latest findings coming from the academic community. All analysis is objective, so the client can be assured that the investment advice we render is truly unique in both its presentation and the insight it provides. We do not wholesale any of our advice to outside firms or investment management organizations. Our clients are the sole beneficiaries of our research and the sole source of our revenue.