Fort Wayne, IN Dupont Commerce Court Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Harbour Investments, Inc.
Multi-team
Firm-wide stats for Harbour Investments, Inc.
About
Harbour serves a broad mix of individual clients (including non‑HNW and high‑net‑worth), trusts, pension and 401(k) plans, and other institutional and corporate entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consultation, wrap‑fee programs, third‑party manager relationships, and participant (held‑away) account management.
Investment approach and implementation vary by adviser and manager: individual IARs may use fundamental or technical analysis while Harbour’s approved third‑party managers employ a range of approaches (including modeling, macroeconomic analysis, and modern portfolio theory). Accounts are monitored on an ongoing basis with formal reviews at least annually, and clients can access multiple execution pathways including wrap programs, third‑party manager platforms, and Harbour’s traded‑model platform offered to advisors.
Harbour also operates as a FINRA‑registered broker‑dealer and discloses that many IARs are dually registered, so the firm both sells commission‑based products and provides advisory services; it also receives 12b‑1 and other sponsor compensation and details those arrangements and related conflicts in its brochure. The firm’s regulatory history includes an SEC consent order addressing marketing agreement compensation and disclosures, which the firm discloses and incorporates into its conflict‑of‑interest discussions.
Based on Harbour Investments, Inc.
Location
2720 Dupont Commerce Court, Suite 170
Fort Wayne IN 46825
Advisors at this office
3
Advisors at this office
Heather F
Series 63, Series 65
Fort Wayne, IN
Harbour Investments, Inc.
Heather Foster is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments and Foster Financial Services since 2018. Foster is also a director of Faith & Grace Homes, Inc., a nonprofit focused on funding projects for facilities serving homeless girls. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a variety of investment platforms tailored to individual advisor strategies.
Jonathon P
Series 63, Series 65
Fort Wayne, IN
Harbour Investments, Inc.
Jonathon Pynchon is a financial advisor at Harbour Investments, Inc. in Fort Wayne, IN, with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with New York Life Insurance Co. and NYLife Securities, LLC. Outside of his advisory role, he operates Pynchon Consulting, LLC, which serves as a pass-through entity for his 1099 income. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutions, offering portfolio management, financial planning, and access to multiple investment platforms tailored to different advisor approaches.
Caleb D
Series 63, Series 65
Fort Wayne, IN
Harbour Investments, Inc.
Caleb Doane is a financial advisor with Harbour Investments, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. He has prior experience at Treacy & Company and currently serves as treasurer for the nonprofit Faith and Grace Homes, Inc. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.
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