Harris myCFO

Multi Family Office Investment Firm

The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance.19996580 Harris Bank is a member of BMO Financial Group (NYSE, TSX:BMO), one of the largest diversified financial services providers in North America. Founded in 1817, BMO Financial Group has more than $348.1 billion in assets and over 37,000 employees worldwide*. BMO Financial Group offers a full range of wealth management products and services, including investment management, trust and estate services, and private banking. MF

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