A complete list of active advisors currently associated with Boston Harbor Investment Management

Warmer can help you find a great advisor at Boston Harbor Investment Management or one who fits your needs even better.

Boston Harbor provides discretionary portfolio management to high-net-worth individuals, family offices and institutional clients through separately managed accounts, and does not generally serve non–high-net-worth individual clients. The firm’s services are limited to managing large‑cap U.S. equity portfolios and related strategies rather than offering broader financial planning or non‑investment services. Investment decisions are driven by proprietary quantitative models licensed from an affiliated research firm and grounded in fundamental company financials; portfolios are typically concentrated (around 40 large‑cap names) and are reconstituted and rebalanced annually. The firm offers multiple variants of its SELECT 40 strategy, including leveraged, short‑augmented (S&P 500 hedges), private‑equity‑replication, and volatility‑driven risk‑control approaches that are monitored daily for volatility changes. Distinctive features disclosed in the brochure include the firm’s exclusive license to quantitative models from Quantitative Securities Research and an ongoing royalty arrangement, and the publication of both audited hypothetical backtests (including a multi‑decade hypothetical series) and composite performance for select portfolios. For a firm with a small asset base and a four‑advisor team, the combination of audited historical hypotheticals, active publication of performance results, and a suite of leveraged/short and private‑equity replication strategies is uncommon among similar advisory teams.

To learn more about the advisors currently working at Boston Harbor Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.