A complete list of active advisors currently associated with HarborAdvisors, LLC
Warmer can help you find a great advisor at HarborAdvisors, LLC or one who fits your needs even better.
HarborAdvisors, LLC provides macroeconomic and market consulting and model‑provision services primarily to institutional clients. The firm delivers analysis of how multi‑asset portfolios may perform under differing economic and policy scenarios and acts as a model provider for non‑U.S. institutional clients; it does not provide financial planning and currently reports no regulatory assets under management. The firm’s advice is built mainly on internal research using fundamental, technical, and cyclical economic analysis and is tailored through individually negotiated engagement agreements. HarborAdvisors may operate multiple model mandates with differing fee structures, can accept discretionary authority when elected by a client, and offers performance‑based fee arrangements to qualified investors. What is distinctive about HarborAdvisors relative to many solo independent advisers is its institutional and non‑U.S. client focus and its use of performance‑based and side‑by‑side model management—arrangements that introduce specific conflicts and mitigation practices disclosed in the brochure. The firm also does not hold custody of client assets and explicitly does not serve non‑HNW retail individuals, a client mix that differs from most peers.
To learn more about the advisors currently working at HarborAdvisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Redding, CT
| 5
|
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