COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Beaird Harris Wealth Management

Policies & Procedures

As you know, we are a Registered Investment Advisor with the Securities and Exchange Commission (“SEC”) and consequently, we are required to maintain certain protocols as found within our Policies & Procedures Manual.

Policies and Procedures Manual

  • Code of Ethics
  • Insider Trading Policy
  • Cyber Security Policy
  • Privacy Policy
  • Beaird Harris Bucks Policy
  • Mobile Device Policy
  • Social Media Policy
  • Disaster Recovery Policy
  • Outside Business Activity
  • Politcal Contributions
We will continue to monitor all CDC updates as we work our way through this crisis. We are taking a calm but diligent approach. While we’ve spoken with many of you, please know that we are here and available for you at any time. Hopefully, the truly unprecedented and amazing steps being taken across our great country, and indeed the world, will get this under control faster than expected.