A complete list of active advisors currently associated with Harbour Investment Management L.L.C.

Warmer can help you find a great advisor at Harbour Investment Management L.L.C. or one who fits your needs even better.

Harbour Investment Management, LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages roughly $381.6 million for about 177 clients and operates with a small advisory team across two offices. Portfolios are constructed using fundamental analysis and tailored asset allocation, typically holding individual stocks, mutual funds, ETFs, bonds and, where appropriate, structured or alternative‑strategy funds with periodic rebalancing and an emphasis on longer‑term positions. Financial planning and retirement strategy work is integrated into its advisory relationships, and standalone planning clients may have planning fees rebated if they later engage the firm for asset management. The firm’s ownership structure is notable: a majority interest is held by an affiliated investment adviser and the same ownership group controls a holding company that owns a separate RIA and consulting businesses, and the firms have a solicitor/referral arrangement that can involve sharing a portion of advisory fees. Harbour also recommends Schwab Institutional as custodian and receives business‑support services from that custodian, a relationship the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at Harbour Investment Management L.L.C., 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.