A complete list of active advisors currently associated with New Harbor Financial Group, LLC

Warmer can help you find a great advisor at New Harbor Financial Group, LLC or one who fits your needs even better.

New Harbor Financial Group provides investment management, wealth management, and financial planning to individuals, high‑net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm reports about $820.9 million in assets under management and generally requires a $500,000 aggregate minimum to open and maintain an advisory account. The firm manages discretionary accounts primarily through firm model portfolios and also offers non‑discretionary arrangements and standalone financial planning. It allocates across ETFs, individual equities, corporate bonds, mutual funds and options, and may use short‑term trading and a mix of fundamental, technical, charting and cyclical analysis to implement portfolio decisions. Distinctive aspects of New Harbor include the explicit use of derivatives and options strategies (e.g., covered calls, protective puts and collars) within separately managed accounts and the firm’s willingness to include ETFs that provide digital‑asset exposure—practices that carry specific liquidity, valuation and cybersecurity considerations. The firm also conducts educational seminars and workshops (sometimes partnering with outside professionals) and disclosed a 2022 settlement with the Massachusetts securities regulator related to supervisory controls over leveraged inverse ETF activity, which it reports it has addressed.

To learn more about the advisors currently working at New Harbor Financial Group, 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.