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 planning advice to individuals, families, foundations, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations, with the firm’s client base concentrated in families and related accounts. The firm offers portfolio management of equity, balanced, and fixed‑income portfolios and provides guidance on retirement, estate, educational funding, insurance, debt, and tax‑related matters while coordinating with clients’ legal and tax advisors. Harbor develops individualized asset‑allocation plans based on each client’s risk profile, tax and estate needs, and other considerations, and employs a combination of economic and fundamental analysis (with technical analysis as appropriate) to guide security selection. Most accounts are managed on a discretionary basis and portfolios may include domestic and foreign equities, fixed income, ETFs, mutual funds, and, where appropriate, alternative or direct investments, with the firm outlining the material risks of those securities. Noteworthy characteristics include a long operating history (since 1972) and employee ownership, and the firm manages roughly $481 million in discretionary assets for a relatively small client base, reflecting a higher assets‑per‑client focus for a small advisory team. Harbor emphasizes regular client communications and education—issuing quarterly valuation reports, maintaining a monthly Common Stock Review reviewed by its Investment Committee, and providing additional consulting or outreach—which the brochure highlights as part of the firm’s emphasis on transparency and client engagement.

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.