Adam Harter, CFA

Title: Partner & Chief Investment Officer
Credentials: Chartered Financial Analyst and B.A. in Economics from Indiana University
Favorite Movie or TV Show: Hoosiers
Favorite Game: Basketball
My Role: It’s my job to monitor the investment process and manage our client investment portfolios. I work closely with fellow investment team members to analyze potential and current investment holdings. I also work individually with clients as their financial advisor.
Best Part of My Job: I love being able to better our clients financial picture through responsible investing. The challenges for individual investors are always changing and I really enjoy coming to work every day to stack as many odds in our families’ favor and help them navigate the investing landscape.
Hobbies & Interests: Golf, watching sports, and reading
Volunteer & Philanthropy: Various roles with the Sulphur Springs Christian Church.

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.