How does the advisor help clients – Key Takeaways:
- Harbour Group Industries, Inc. provides financial expertise to clients in various industries.
- Their services include financial planning, investment management, and risk management.
- They prioritize building long-term relationships and providing personalized solutions for their clients.
Facts and Insights
- Founded in 1976, Harbour Group Industries, Inc. has over 45 years of experience in the financial industry.
- The company is headquartered in St. Louis, Missouri and has a team of over 300 financial professionals.
- In 2020, Harbour Group Industries, Inc. had approximately $10 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1976 | $10 billion | 300+ |
Financial Services Offered
Harbour Group Industries, Inc. offers a range of financial services to help clients achieve their goals and secure their financial future. Some of their main services include:
- Financial Planning: This involves creating a comprehensive financial strategy tailored to each client’s individual needs and goals. This can include retirement planning, tax planning, estate planning, and more.
- Investment Management: Harbour Group Industries, Inc. offers investment management services to help clients grow their wealth through a carefully curated investment portfolio.
- Risk Management: The company also helps clients mitigate financial risk by offering insurance solutions and risk management strategies.
Client Types
Harbour Group Industries, Inc. works with a diverse range of clients, including individuals, families, businesses, and institutions. They have experience in serving clients from various industries and backgrounds.
Fees & Compensation
Harbour Group Industries, Inc. is a fee-based financial advisor, which means they charge a percentage of the assets under management as their fee. They do not receive compensation from any third-party companies for recommending specific investments.
Background
Harbour Group Industries, Inc. was founded in 1976 by Sam Fox and has since grown into one of the leading financial advisory firms in the Midwest. The company boasts a team of experienced financial professionals who are committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
Harbour Group Industries, Inc. is a registered investment advisor and they are required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients at all times.