Our Firm

Benjamin Hardee, PhD

Wealth Advisor, Investment Analyst

With more than a decade of experience studying political systems, Ben brings a unique perspective to investment management informed by political science and the long-term systematic risks inherent in US financial markets.

Using a rigorous, research-driven approach, Ben leverages his knowledge and insight to help position his clients for success through complex economic environments. A natural leader and connector, Ben pulls in the right expertise and resources to ensure his clients’ personal financial planning and closely-held business planning needs are fully addressed. Ben is passionate about educating others and strives to make the investment marketplace more transparent and accessible for his clients.

Ben’s macro-level perspective combined with his keen ability to distill deep financial data is instrumental to our firm’s investment committee. He maintains our firm’s asset allocation models and produces the underlying research necessary to continually hone our investment strategies. He closely monitors key market and economic indicators and enjoys regularly sharing observations from his research.

A rare native Austinite, Ben is a Terry Scholar Alumni and earned his PhD in Political Science as well as his Bachelor of Science in Mechanical Engineering from The University of Texas at Austin. He is a competitive tennis player and you’ll often find him playing on leagues throughout Austin during the week. When he’s not on the court, you’ll find Ben working on projects at home alongside his wife, Audrey, and their Akita pup, Athena.

Specializations

  • Market analysis
  • Investment research
  • Hedging strategies
  • Capital preservation

Professional Involvement

  • Series 65 license

Community Passions