How does the advisor help clients – Key Takeaways:
Harbour Investments, Inc. is a leading financial advisory firm that provides comprehensive financial services to individuals, families, and businesses. With a team of highly experienced advisors, Harbour Investments, Inc. helps its clients achieve their financial goals by providing personalized and tailored solutions.
Facts and Insights
Harbour Investments, Inc. was founded in 1995 and has since grown to become one of the top financial advisory firms in the country. With a focus on providing unbiased and transparent advice, the firm has gained the trust of its clients and has managed to build long-term relationships with them.
According to the most recent data available, Harbour Investments, Inc. has assets under management (AUM) of $3.5 billion and has a team of over 200 highly qualified advisors who are committed to delivering exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1995 | $3.5 billion | 200+ |
Financial Services Offered
Harbour Investments, Inc. offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm follows a holistic approach to financial management, taking into account all aspects of a client’s financial life to create a comprehensive plan that meets their unique needs and goals.
Client Types
Harbour Investments, Inc. serves a diverse range of clients, including high-net-worth individuals, retirees, business owners, and professionals. The firm understands that each client has unique financial goals and needs, and therefore, provides personalized solutions tailored to their specific situation.
Fees & Compensation
Harbour Investments, Inc. operates on a fee-based model, charging a percentage of AUM for its investment management services. This aligns the firm’s interests with those of its clients, as their compensation is directly tied to the performance of their clients’ investments. The firm is committed to transparency and provides full disclosure of all fees and potential conflicts of interest to clients.
Background
Harbour Investments, Inc. was founded by three financial advisors who saw a need for a firm that prioritized the clients’ best interests above all else. Today, the firm continues to uphold these values and has grown into a successful and reputable financial advisory firm.
Financial Advisor Disclosures to Know
Harbour Investments, Inc. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). The firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. As part of their commitment to transparency, the firm also provides thorough disclosures to clients regarding any potential conflicts of interest.