The
Future
of
Capital
is
Powered
by
Data
Delivering award-winning capital insights and strategies, powered by analytics.
Differentiating through actively managed, personalized portfolios, we emphasize alternative investments and strategic tax optimization to maximize your financial potential.
A comprehensive approach to financial management, merging tax optimization with strategic investment planning.
Offering diversification and potential for returns independent of traditional stock and bond markets.
Tailored to each individual client and actively managed, unlike cookie-cutter portfolios.
We want to change how you invest and plan for your financial goals. Here is how we do it.
Specializing in non-traditional assets such as real estate, private credit, private equity, and structured notes, offering portfolio diversification and potential for returns independent of traditional stock and bond markets.
Clear, comprehensive insights into the strategies, risks, and costs associated with portfolios.
Capitalizing on long-term shifts across global markets and anticipated macroeconomic trends, aligning investments with broader economic or social trends.
Dynamically adjusting portfolios based on market conditions as compared to static buy-and-hold strategies.
Minimizing human biases and enhancing investment precision by systematically analyzing securities, predicting market trends, and optimizing portfolio allocations.
Zero proprietary investments or products. Zero trade commissions accepted. Zero conflicts of interest with our clients.
our affiliated brands
Harman Rogowski & Assocates is a Capital Data Science company. Data Scientists, CPAs, Investment Advisors, & Consultants passionate about applying analytics to solve problems.
Learn more about our award-winning affiliated Harman CPAs & Associates for tax planning, filing, and accounting services.
Reach out today to explore how we can help achieve your financial goals.
