A complete list of active advisors currently associated with Harbor Point Capital Management, LLC

Warmer can help you find a great advisor at Harbor Point Capital Management, LLC or one who fits your needs even better.

Harbor Point Capital Management provides wealth management and portfolio management services to individuals as well as institutional clients, including pension and profit-sharing plans, trusts, and business entities. Services include discretionary and non‑discretionary investment management, comprehensive financial planning, and allocation among independent managers, mutual funds, ETFs, and individual debt and equity securities. The firm employs a disciplined, dynamic, data‑driven approach and proprietary tactical asset allocation models, with an emphasis on fixed income and ETF exposures. Harbor Point draws on third‑party research sources (for example Schwab Institutional Research, Ned Davis Research, and Credit Suisse Research), tailors risk profiles and time horizons to each client, and may recommend independent managers or private placements for accredited investors. What is noteworthy about Harbor Point relative to many independent advisors is its combination of institutional portfolio management alongside individual client work and its use of private collective investment vehicles and third‑party independent managers. The brochure also discloses that roughly $15.5 million of client assets are managed on a discretionary basis while an additional portion is held in non‑discretionary accounts managed by a sub‑adviser, and the firm generally applies a $1,000,000 account minimum subject to exceptions.

To learn more about the advisors currently working at Harbor Point Capital Management, LLC, 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.