Integrity / Independence / Insight. Harmonic Investment Advisors is a boutique, research-driven investment management firm creating customized solutions.

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Presentation transcript:

Integrity / Independence / Insight

Harmonic Investment Advisors is a boutique, research-driven investment management firm creating customized solutions for institutions, private clients and non-profit organizations.

Large-cap Core Small/Mid-cap Core All-cap Core Socially Responsible Asset allocation strategies constructed from individual securities and exchange traded funds Investment-grade US bond portfolios Taxable Bond Tax-exempt Bond Long only, core-style US stock portfolios

Led by two Chartered Financial Analysts Over 40 years of combined experience Collectively managed over $2 Billion in assets Contributors to national and local media: Wall Street Journal, CNBC, Bloomberg, Idaho Statesman, Idaho Business Review, Boise State Public Radio Ranked #1 in the Large Cap Core Equity Universe for 2009* *Informa Investment Solutions database

Harmonic was founded November 2008 as an independent Registered Investment Advisor. HIA is operated by its two Principals: Kevin A. Jones, CFA: Head of Equity Research Kenn Lamson, CFA: Chief Strategist & Economist Harmonic’s only business line is discretionary investment management using stocks, bonds and exchange-traded funds. Harmonic Investment Advisors is regulated by and registered with the Idaho Department of Finance.

Kenn Lamson, CFA Professional Chief Investment Officer, Idaho Trust National Bank Senior Portfolio Manager, US Bank Private Asset Management Senior Analyst, Financial Stocks Inc. Mutual Fund Manager, Star Funds Other Founder and Past President, CFA Society of Idaho Board member, Idaho Shakespeare Festival Board member, Boise State Radio Committee member, Treasure Valley YMCA Guest Lecturer, Boise State University Bachelor of Science, Jacksonville State University (AL) Contributor to local and national media, including Idaho Business Review and Bloomberg

Kevin A. Jones, CFA Professional Chief Investment Officer, DB Fitzpatrick & Co. Senior Portfolio Manager, ICM Asset Management Other Past President, CFA Society of Idaho Board of Directors Catholic Charities of Idaho Finance Council member, St. John’s Parish Advisory Council member, Boise State University College of Business & Economics Guest Lecturer, Boise State University and Gonzaga University Bachelor of Arts, University of California at Santa Barbara Contributor to local and national media, including Idaho Business Review, Bloomberg, The Wall Street Journal and CNBC

Asset Allocation Stocks -> Bonds Treasury Bonds at very extended valuations Some areas of corporate bond market more attractive Foreign stocks -> US Growth prospects Falling US$ Quality -> “junk” Large company stocks -> small Dividends Foreign revenues Earnings stability Commodities & Real Estate Still exposed but underweight

Stock strategies Overweight: Consumer Staples Energy Healthcare Technology Underweight: Consumer Discretionary Materials & Processing Utilities Neutral: Financials Producer Durables

Integrity / Independence / Insight