Investment Consulting Services
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.
Family Offices
RHI has had a positive experience advising family office clients. The firm has always been sensitive to the complexities regarding intergenerational wealth management and transfer.
Endowments & Foundations
With over 35 years of investment consulting experience, Robert Harrell Incorporated continues to add value to endowments & foundations.
Defined Benefit Plans
Since inception, Robert Harrell Incorporated has advised both public and private Defined Benefit plans.
Taft-Hartley Plans
Robert Harrell Incorporated offers Investment Services to Taft-Hartley Plans.