St Joseph, MI 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
St Joseph MI
Advisors at this office
3
Advisors at this office
Craig A
ChFC®, Series 63, Series 65
St Joseph, MI
Harbour Investments, Inc.
Craig Anderson is a financial advisor with Harbour Investments, Inc. in St. Joseph, Michigan, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, Anderson operates a hospitality bed and breakfast from his home and is an author working on multiple books available on Amazon. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.
Gregory L
Series 66
St Joseph, MI
Harbour Investments, Inc.
Gregory Lannigan is a financial advisor with Harbour Investments, Inc. and Family Focused Financial, holding a Series 66 designation with six years of industry experience. Prior to his advisory roles, he spent ten years at Great Lakes Eye Care, where he continues to serve as a trainer in his spare time. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and access to multiple investment strategies through both discretionary and non-discretionary services.
Zayne N
Series 66
St Joseph, MI
Harbour Investments, Inc.
Zayne Neumann is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Harbour, he held roles at Family Focused Financial, State Farm, and various banking institutions. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and participant account management with multiple investment approaches tailored by individual advisors and approved third-party managers.
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