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

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

HarborView Capital Management LLC provides discretionary investment counsel to individuals, families, trustees and other fiduciaries, tailoring portfolios to clients’ objectives and risk tolerances. Services are delivered under a written Supervisory Agreement and client assets are held with an independent NYSE-member custodian that issues trade confirmations, statements and tax reports. The firm pursues a growth-oriented approach using individual equities, government and corporate bonds, ETFs, mutual funds and cash equivalents, and it applies both fundamental and technical analysis to construct portfolios. HarborView also discloses the use of derivatives and enhanced or inverse/leveraged instruments, as well as option strategies, short sales, margin and hedging in separately managed accounts — a set of tools that is uncommon among similar independent advisers. What distinguishes the firm is its emphasis on managing assets for clients through major life transitions together with an investment team background rooted in institutional global macro trading, which informs its willingness to use market-timing and sophisticated strategies on a discretionary basis. The brochure also notes the firm’s stated fiduciary duty, its efforts to avoid conflicts of interest, and that it does not charge performance-based fees.

To learn more about the advisors currently working at Harborview 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.