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Harbor Investment Advisory

Institutional Investor Maryland, United States ·Founded 2009

Overview

Harbor Investment Advisory is a privately held, independent wealth management firm founded in 2009, dedicated to serving individuals, families, and institutions across the United States. The firm offers a range of services, including investment portfolio management, wealth planning, and family office support, with a focus on delivering personalized and objective advice tailored to each client's unique financial goals. As an independent firm, Harbor Investment Advisory is not tied to any proprietary products, allowing it to provide unbiased recommendations and access to a broad spectrum of investment solutions. The firm's team of seasoned professionals emphasizes integrity and competence, fostering long-term relationships with clients. Their investment approach is comprehensive, integrating various asset classes and investment strategies to create diversified portfolios that align with clients' risk tolerance and financial objectives.

Investment Focus

High Net Worth Clients
Affluent Families
Corporate Executives
Business Owners
Unique Family Circumstances
Ultra High Net Worth Clients
Family Office Support Services
Private Foundations
Nonprofit Organizations
Customized OCIO Services

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Frequently asked questions about Harbor Investment Advisory

What sectors does Harbor Investment Advisory invest in?

Harbor Investment Advisory invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maryland, United States. Harbor Investment Advisory is listed as a institutional investor in the ConnectSafely investor database.