A complete list of active advisors currently associated with Harbor Advisory Corporation
Warmer can help you find a great advisor at Harbor Advisory Corporation or one who fits your needs even better.
Harbor Advisory Corporation provides discretionary investment management and related financial advice to individuals, families, trusts, estates, foundations, charitable organizations, pension and profit‑sharing plans, and corporations, with the firm noting that the great majority of its client base consists of families and related accounts. In addition to managing equity, balanced and fixed‑income portfolios, Harbor advises on retirement and estate planning, educational funding, insurance, debt management and tax planning and coordinates with clients’ legal and tax advisors. The firm develops individualized asset‑allocation plans based on each client’s risk profile, tax and estate needs and employs a combination of economic and fundamental analysis (with technical tools as appropriate) for security selection. Harbor conducts ongoing oversight through a monthly Investment Committee review process and provides clients with quarterly valuation reports and detailed annual comparisons, with more frequent reporting available on request. Harbor is employee‑owned and has managed roughly $480.9 million in discretionary assets for about 144 clients with three advisors, a scale and ownership structure that influences its operating model and oversight practices, including acting as trustee for certain client accounts and subjecting those arrangements to independent verification. Distinctively for firms of its type, Harbor supplements regular account reporting with client periodicals or newsletters and offers educational seminars or workshops as part of its client communications and transparency efforts.
To learn more about the advisors currently working at Harbor Advisory Corporation, 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.
Name |
Location |
Years of experience |
|---|---|---|
Portsmouth, NH
| 30
| |
Portsmouth, NH
| 30
| |
Portsmouth, NH
| 15
|
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