William Harris Investors, Inc. (WHI) is a privately owned, Registered Investment Adviser that provides investment and wealth management services. Initially founded in 1976 by Irving B. Harris to manage his own family’s capital, WHI became a Registered Investment Adviser in 1987. Today, WHI invests in a broad array of investment strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. The overall investment goal of WHI’s asset allocation process is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. Additionally, WHI provides clients with a broad range of professional and wealth management services, including financial planning, trust and estate services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services.
In the pursuit of helping our clients achieve their financial objectives, WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly half a century ago, and which enabled our founder to leave behind such a strong legacy of fairness, intelligence, and service for the benefit of others.
Second only to our insistence upon adhering to the very highest standards of honesty, integrity, and corporate citizenship is our devotion to building and maintaining an extremely high quality workforce. We recognize that the management of our clients’ assets is only as good as the quality of the trusted professionals we employ as stewards for our clients’ wealth; consequently, we have worked hard to align the interests of our employees and those of our clients, thereby giving them strong incentives to promote and protect the best interests of the people they serve.