What's new: Firm offers wealth management

Kevin A. Jones and Kenn Lamson have joined to form Harmonic Investment Advisors, an institutional and private wealth management company headquartered in Boise.

Jones and Lamson, certified financial analysts, founded the firm aimed at creating and managing long-term investment portfolios structured to suit each client's circumstances, representatives said.

Harmonic has created a set of services that takes advantage of proprietary intellectual capital for private clients with portfolios of at least $10,000 in market value, Jones said. Flexibility and scalability in the development and management of globally diversified but locally managed portfolios is a hallmark of Harmonic's platform, he said.

Jones previously served as chief investment officer and chief operating officer for DB Fitzpatrick & Co. and was senior portfolio manager for Smid-cap Value strategies at ICM Asset Management. He has 20 years of experience in the finance industry, is past-president of CFA Society of Idaho, is a finance council member of St. John's Parish, and sits on the advisory council at Boise State University's College of Business and Economics.

Lamson formerly served as chief investment officer for Idaho Trust National Bank and senior portfolio manager at U.S. Bank Private Asset Management. He has 18 years' experience in the finance industry, is founder and past president of CFA Society of Idaho and is a guest lecturer at Boise State.

Harmonic Investment Advisors is located at 1020 W. Main St., Suite 320, Boise. For more information, call 947-3345.

Future retirement home changes name

Boise Retirement Community, a full-service life care community, has changed its name to The Terraces at Harris Ranch.

"It was important that everyone, including the Harris family, had a joint opportunity to determine the name of our community," said Julie Conrad, director of sales and marketing for The Terraces at Harris Ranch. "We know how much this area means to residents who built families, careers and friendships here."

The community will be developed on 12.6 acres in the Harris Ranch area. For information, call 336-5550 or visit www.theterracesharrisranch.com.

Red Cross of Idaho opens headquarters

The American Red Cross of Greater Idaho hosted an open house and ribbon-cutting ceremony Nov. 25 at its new Boise headquarters in the Franklin Business Park at 146 S. Cole Road. For information about services, call (800) 853-2570 or visit www.redcrossidaho.org.

New Washington Trust branch opens

Washington Trust Bank opened a new branch at Idaho Center Complex on Monday. A ribbon cutting ceremony was conducted by the Nampa Chamber of Commerce. A grand opening celebration is being planned for mid-January.

The bank, headquartered in Spokane, is one of the largest independently owned full-service commercial banks in the Northwest, with 40 branches in Washington, Idaho, Utah and Oregon. Washington Trust Bank began serving the Treasure Valley in 2000. For more information, visit www.watrust.com.

The Idaho Center branch is located at 6010 E. Franklin Road. Lobby Hours are 9 a.m. to 5 p.m. Monday-Thursday; and 9 a.m. to 6 p.m. Friday. Drive-up hours are 8:30 a.m. to 5 p.m. Monday-Thursday and 8:30 a.m. to 6 p.m. Friday. Phone: 461-5205.

Stephanie Eddy: 377-6481

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