- Decades of leading clients through many market conditions.
- Currently over $300 million in portfolio assets under management.
- Clear, disciplined, and conservative approach.
- Plans tailored to your specific goals and situation.
- Transparent, understandable, and regular communications.
- A holistic view of your financial life and journey.
- All portfolios directly managed by our in-house team.
- Locally and employee-owned.
Harbour Investment Management understands, that for our clients, a personal portfolio is often not the primary goal, it is merely a vehicle to achieve their goals.
Our mission is to be a beacon of sound financial advice that helps clients get where they want to go as safely as possible. We help clients navigate tough financial decisions, designed to help plan, grow, and protect their vision.