Harbert Fund Advisors

Welcome to Harbert Fund Advisors, a renowned financial institution located in the heart of Melbourne, Australia. Situated on the prestigious Saint Kilda Road, at 468, our establishment stands as a beacon of excellence in the world of finance.

At Harbert Fund Advisors, we pride ourselves on providing top-notch financial solutions and services to our esteemed clients. With years of experience and expertise in the field, we have become a trusted name in the industry, offering a wide range of investment opportunities and strategies tailored to meet the unique needs and goals of each individual.

Our team of dedicated professionals is committed to delivering exceptional results through a comprehensive and personalized approach. We understand that every client is different, and we take the time to thoroughly assess their financial situation, risk tolerance, and objectives before crafting a customized investment plan.

As an institution focused on transparency and compliance, we adhere to the highest standards of ethical conduct. Our commitment to integrity is reflected in our Important Disclosure Information, ensuring that our clients are well-informed about our services, fees, and potential risks associated with investing.

Privacy and confidentiality are paramount to us, and we prioritize safeguarding our clients' sensitive information. Our Privacy Statement outlines our commitment to protecting personal data, giving our clients the peace of mind they deserve when entrusting us with their financial matters.

In addition, we have a robust Business Continuity Plan in place to ensure uninterrupted service, even in the face of unforeseen events. Our clients can rest assured that their investments are in safe hands, with contingency measures ready to be implemented should the need arise.

As part of our commitment to transparency, we provide a Form CRS (Customer Relationship Summary), which succinctly outlines key information about our firm, services, fees, and potential conflicts of interest. We believe in keeping our clients well-informed, empowering them to make informed decisions about their financial future.

Located at 2100 Third Avenue North, Suite 600 in Birmingham, Alabama, our headquarters serve as the hub of our operations. Our Melbourne branch, situated on Saint Kilda Road, allows us to extend our exceptional services to clients in Australia and beyond.

Whether you're an individual seeking to grow your wealth, a business looking for strategic financial solutions, or an institution seeking expert advice, Harbert Fund Advisors is your trusted partner. Join us on the path to financial success and let us guide you towards achieving your goals. Contact us today at 205.987.5500 to schedule a consultation with one of our experienced advisors.