Montecito, CA Office
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Harbor Hills Financial Advisors
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Firm-wide stats for Harbor Hills Financial Advisors
About
Harbor Hills provides advisory services primarily to individual and high‑net‑worth clients through ongoing portfolio management and financial planning. The firm creates individualized Investment Policy Statements, offers tailored allocation recommendations, and performs regular portfolio monitoring and reporting.
Investment decisions are guided by fundamental analysis and may include long‑term and short‑term trading, model allocations, and the use of margin; recommended instruments include mutual funds, equities, fixed income, real estate funds, commodities, annuities, and ETFs (including precious metals ETFs). Harbor Hills generally seeks discretionary trading authority, documents client risk tolerances, and conducts at least quarterly account reviews.
What is most notable relative to peers is that Harbor Hills charges performance‑based fees for qualified clients in addition to asset‑based fees, and it discloses controls intended to address the conflicts that can arise from side‑by‑side management. The firm also requires clients to use a specific custodian (Charles Schwab Advisor Services), may receive related research and services from that custodian, and recently transitioned to SEC registration while operating with a small advisory team.
Based on Harbor Hills Financial Advisors
Location
1485 East Valley Road Suite 2
Montecito CA 93111
Advisors at this office
2
Advisors at this office
Anthony P
Series 63, Series 65
Montecito, CA
Harbor Hills Financial Advisors
Anthony Purpero is a financial advisor at Harbor Hills Financial Advisors with 48 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at firms including ChangePath, LLC, Sorrento Pacific Financial, LLC, PartnerVest, and Citigroup Global Markets. He is based in Montecito, CA. Harbor Hills Financial Advisors provides advisory services primarily to individual and high-net-worth clients through ongoing portfolio management and financial planning. The firm emphasizes individualized Investment Policy Statements, tailored allocation recommendations, and regular portfolio monitoring, with investment approaches that include fundamental analysis, discretionary trading, and the use of various instruments such as mutual funds, equities, fixed income, and ETFs.
Marcos A
Series 65, Series 63
Montecito, CA
Harbor Hills Financial Advisors
Marcos Alvaro is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He previously worked at JP Morgan Securities for nine years before joining Harbor Hills. Outside of his advisory role, he is the owner and operator of Junior Varsity Naturals, Inc., a company that manufactures and sells natural deodorant products for children through online channels. Harbor Hills Financial Advisors provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes individualized investment strategies, regular portfolio monitoring, and employs fundamental analysis to guide diverse investment decisions.
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