Harris - Advisory Programs

Investments and Retirement Planning

Advisory Programs

Strategic Fund Portfolio^SM
The Strategic Fund Portfolio offers clients with a minimum of $75,000 the opportunity to invest in a portfolio of exchange traded funds and mutual funds. The portfolio is actively managed on a discretionary basis to benefit from return expectations for various asset classes.

Quadrant Program
The Quadrant program combines optimal diversification with access to world class money managers. Based on strategic asset allocation, these diversified portfolios of institutional mutual funds are designed to provide maximum flexibility to meet your objectives with the same approach used by institutional investors.

Separately Managed Accounts
Like mutual funds, separately managed accounts offer the benefits of diversification and professional money management. However, securities are purchased in your name and traded on your behalf. We have partnered with money managers who will actively manage your stock and/or bond portfolios of $100,000 or more.

To learn more about investment advice and guidance, call us at 1-877-225-3863 or email us.

Mutual funds and exchange traded funds are subject to market risk. Investment Returns will fluctuate and are subject to market volatility, so that an investor's shares when redeemed or sold, may be worth more or less than their original cost. You should consider the investment objectives, risks, charges and expenses of a mutual fund or exchange traded fund carefully before investing. The fund's prospectus and Statement of Additional Information contain this and other information.

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Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC , SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliates of Harris N.A. and its banking subsidiaries. Products offered are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.