Sanders Morris Harris is a privately owned, dually registered broker-dealer and Registered Investment Advisor (RIA) specializing in wealth management, institutional brokerage, private equity, and insurance services. The firm operates under the philosophy of 'Investment in Common,' aligning its goals with those of its clients through shared investments.
1987
Privately owned
Emphasis on aligning investments with client goals and shared risk through their 'Investment in Common' philosophy.
Houston, Tx, United States
About
Mission
Our mission is to serve as a trusted advisor to our clients, fully understanding their goals, desires, and aspirations. Our approach is rooted in open discussions encompassing a wide range of needs, not limited to investment-related matters.
Values
Client relationships, employee empowerment, capital and principal mentality, alignment with clients' goals, integrity, and long-term relationship building.
Participant Demographics
Serving corporate, institutional, and individual investors.
Investment Strategies
Track Record
Team Experience
Leadership includes experienced individuals like George L. Ball and Don A. Sanders.
Notable Achievements
Investments in companies like Waste Management and the Houston Astros; sale of Edelman Financial Services for $850 million.
Project Track Record
Investments in over 125 companies, including Waste Management and Main Street Capital.
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Houston, Tx, United States
Legal & Compliance
FINRA, SIPC, SEC
No major violations noted.
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