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.

Adam Harter, CFA

Title: Partner & Chief Investment Strategist

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.