Our Clients

Our clients value communication and relationship

Simple and direct communications
One of the values of Habour Investment Management is providing direct, simple, and easy-to-access advice to our clients. We believe clients deserve timely responses to their questions without having to wait for communications to bounce between different offices, fund managers or departments. 

At Harbour Investment Management, clients work directly with the person responsible for managing their account. We also believe in educating our clients and making sure they understand what is happening in their portfolios every step of the way.
Centralized decisions and advice
Habour Investment Management strives to be a one-stop solution for clients. When it comes to navigating financial decisions, we work with your CPA, CFP, estate attorney, insurance provider and any other professional member of your team.
Personal service and security
Being a smaller firm does not mean going it alone. Harbour Investment Management uses third party custodial services, such as Charles Schwab, Inc. that hold our client’s assets. These firms provide access to the same information, resources, and back-office systems as larger institutions. This means we can focus on providing great client service, and our clients can have more peace of mind knowing their accounts are being taken care of.

Below are Just Some of the Services We Offer

  • Fee-based Private Asset Management
  • Investment Management For:
    • Retirement Plans
    • Foundations/Endowments
    • Charitable Entities
  • Financial Planning
  • Retirement Planning
  • Education Planning