hands-on Investing Approach

Everything we do begins with you. We work with individuals, families and institutions and take the time to get to know each client personally. 

Often, our first meeting is a wide-ranging discussion, so clients understand our worldview and we surface the information we need to understand their lives, their goals and to manage their investments to meet their specific objectives.

Then, we manage nearly every portfolio ourselves, unlike many other advisors who use a “model portfolio” for their clients, run by outside money managers. We do not use a cookie-cutter approach, nor do we outsource investment management. 

With New Harbor as your financial partner, we work with you to help you achieve your financial goals.

To set up a free consultation, just fill out the short form by clicking below and be sure to select New Harbor from the dropdown menu asking “Do you already know which of our recommended advisors you’d like to be connected with?”