Harbor & Grow LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harbor & Grow provides discretionary portfolio management to individual and high‑net‑worth clients through firm model portfolios rather than customized, security‑by‑security advice. The firm uses an Investment Policy Statement to assess suitability and delivers ongoing account reviews and quarterly custodial reporting.
Its investment approach is fundamental, long‑term equity investing with a concentrated global equity orientation and an intended holding period generally of three years or longer. Harbor & Grow maintains full trading discretion over client accounts and requires use of a specified custodian while declining to construct bespoke portfolios or accept client‑imposed security exclusions based on values.
The firm is a recently formed Delaware LLC that, at the time of this brochure, had no client assets and operates under a single management person—an entity structure that differs from the more common sole‑practitioner form among very small independent advisers. Harbor & Grow also combines model‑based, concentrated global equity focus with explicit firm policies such as no performance‑based fees, no soft‑dollar arrangements, a written Code of Ethics, and a refusal to accept proxy‑voting authority, features that distinguish its operational setup from many peers.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $20,000
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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