Welcome!
C Harris Advisors provides strategic advice and implementation services
to sustainable capital providers
that need help managing the complexity of structured
investment portfolios
Strategic Planning
You're managing complex investments across investment, finance and other teams using a lot of different approaches: email, spreadsheets and ad hoc workflows
It's time to figure out how to scale using systems, software and structured approaches
Financial Planning & Analysis
You're managing capital requirements, cash/liquidity and your expense profile in disconnected ways
It's time to combine your current portfolio, pipeline/future portfolio and expense profile to budget and plan for the next 1, 3, 5 and 10 years
Investment Administration
The current portfolio is very active but your team isn't able to keep up with requests
It's time to support them with people, processes, systems and software