Brad Howard, CPA, CMA
I was the controller and then CEO of a company with a $31 million investment portfolio. I initiated an investment management test and invited seven participants from most of the major firms to participate. Our performance criteria was investment returns, minimal volatility and a defined need for liquidity. Dave Harder posted the best results for these measures in a yearlong test.
In those ten years working closely with Dave, he has always been very open, communicative and accessible. He holds himself to a very high ethical standard. I recommend Dave Harder to any individual or institution requiring a competent, committed Investment Councilor/ Portfolio Manager. Since retiring from the company approximately ten years ago, I chose to have Dave handle my personal investments and have been very happy with my decision.