Michael Harris- Financial Advisor San Diego, CA

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About Michael Harris

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

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Arts - Political Science

UCLA
1980 - 1985

MBA - Business

San Diego State University
1995 - 1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1879921/paladinregistry-TriVant-Custom-Portfolio-Group,-LLC-detailed-disclosure.html

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Michael Harris

TriVant Custom Portfolio Group, LLC