Harmony Asset Management LLC
Harmony Asset Management LLC is a fee-based fiduciary investment adviser headquartered in Scottsdale, Arizona, United States. Founded in 2006, the firm employs 9 professionals and serves high net-worth individuals, small institutions, and nonprofit mission-based organizations. Harmony emphasizes high-touch communication, customized portfolio management, and objectivity, and is led by a former #1 ranked mutual fund manager with a team boasting over 265 years of collective experience. The firm is recognized among the fastest-growing fee-only RIAs and serves clientele primarily in the United States, managing assets for individuals, high net worth clients, and nonprofits.
Investment Strategy
Harmony Asset Management employs a high-touch, fee-only fiduciary approach focused on communication, customization, and objectivity. Investment portfolios are tailored to each client's needs, balancing risk and sustainability, particularly for high net-worth individuals and nonprofits. The firm's philosophy emphasizes safeguarding assets, strategic allocation among major public equities, and diligent risk management. Harmony prioritizes service, client trust, and delivering consistent, long-term results over rapid or speculative gains. The team integrates deep market experience and a consultative style to anticipate and meet client needs before being asked.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.36% | $17.0M | 107,599 | $52.29 | $157.99 | +$4.8M |
A AAPL | APPLE INC | 5.35% | $14.3M | 69,667 | $194.40 | $205.17 | -$1.4M |
M MSFT | MICROSOFT CORP | 4.95% | $13.2M | 26,575 | $386.74 | $497.41 | +$3.3M |
A AMZN | AMAZON COM INC | 4.39% | $11.7M | 53,486 | $158.77 | $219.39 | +$1.7M |
G GOOGL | ALPHABET INC | 3.26% | $8.7M | 49,489 | $142.84 | $176.23 | +$1.0M |