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

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

Harbor Road Capital Management provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients and may also work with institutional investors. The firm generally charges fees based on assets under management and focuses on constructing and managing equity portfolios while clients retain custody with third-party custodians. The adviser follows a disciplined, quantitative and systematic selection process that emphasizes return on investment, relative valuation, and balance-sheet strength, with a qualitative overlay for factors such as management and industry dynamics. Portfolios may include both long and short equity positions, are rebalanced periodically, and the firm states it does not attempt to time the market. Noteworthy for a firm of this scale, Harbor Road can enter into performance-based or incentive fee arrangements for qualified clients and also provides non-investment services — including customized financial planning, CFO, accounting, and family office infrastructure — work that the brochure indicates consumes a meaningful portion of the adviser’s time. The firm discloses a formal Code of Ethics, transparency about its processes, and permits client-imposed investment restrictions, features that may distinguish it from many peers.

To learn more about the advisors currently working at Harbor Road 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.