• Performance
• Team Approach
• Accountability
• Independent Financial Structure
• Autonomy
• Premier Product Access
• Transparent & Simple
• The Customizer^TM Total Wealth Management Account

The Harrington Wealth Management Difference

Performance

Proven Investment Strategy
We focus on the key factors that account for 95% of the performance in a well-diversified portfolio. Our investment team has successfully employed this superior approach to achieve long-term investment goals for our clients.

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Team Approach

Characterized by Advanced Credentials
Our well-qualified investment professionals collaborate in a team approach that drives our investment policy and oversight. This clearly distinguishes us from the typical client-broker relationship.

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Accountability

Responsive and Accessible
We also recognize that our clients demand a high level of accessibility and responsiveness. Each client enjoys their own personal client manager who provides exceptional personal service beyond your expectations.

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Independent Financial Structure

Aligns Exclusively With Your Interests
As a percentage of client assets under management, our fee structure sets us apart from other investment firms. We are not restricted to a certain family of funds nor do we have any financial incentive to generate trading commissions.

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Autonomy

Freedom to be Objective
As a fully owned subsidiary of Los Padres Bank, we are completely independent of large Wall Street firms. This autonomy allows us to create objective proposals for our clients, and sets us apart from our competitors.

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Premier Product Access

Dimensional Fund Advisors
We are an approved DFA advisor, affording us access to select asset class funds for our clients.

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Transparent & Simple

Full Fee Disclosure at the Outset
Our competitive and simple fee structure differentiates us from those broker-client arrangements that assess ad hoc expenses as they are incurred (such as individual wrap fees, management fees, mutual fund expenses, and front or deferred sales charges, trading commissions, and 12b-1 fees).

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The Customizer^TM Total Wealth Management Account

Selective Services for Unique Client Needs
We offer an exclusive service designed for clients who require a more tailored, consultative investment program.

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