Harpswell Capital Advisors

Overview

Harpswell Capital Advisors is a boutique investment advisory firm specializing in serving endowments, foundations, and other institutional investors. The firm emphasizes diversification and cost-effective market exposure, aiming to deliver custom investment advisory services that align with the unique needs of each client. Harpswell's mission is to provide access to best practices employed at larger endowments, offering investor-friendly terms and a focus on social impact. The firm's investment strategy is rooted in a high level of diversification across both asset classes and securities. Harpswell employs a mix of active and passive funds to maximize efficiencies, returns, and diversification for institutional investors. This approach includes specialized managers for each mandate in the portfolio, reflecting the endowment model of investing. The firm also emphasizes enterprise risk assessments and ESG values, aiming to help clients achieve their financial objectives while honoring their ethical commitments. Harpswell Capital Advisors was founded in 2013 and is headquartered in Yarmouth, Maine. The firm is led by Managing Partner and Chief Investment Officer John P. Moore, who has over 25 years of finance experience, and Vice President Vanessa Bryant, who has over 20 years of experience in managing relationships and operations. The advisory board includes notable figures such as Emily R. McComb, Senior Lecturer at Harvard Business School, and Gus Sauter, retired CIO for Vanguard. The firm has been recognized for its commitment to social impact and investor-friendly terms, being named to the investor.com 2020 Top Charitable Financial Advisor Firms in the Nation List, the only Maine-based firm to receive this honor. Harpswell Capital Advisors is an SEC-registered investment adviser located in Yarmouth, Maine. The firm provides financial advisory, wealth management, consulting, and investment management services, with a focus on private equity and private real estate. The firm's comprehensive approach encompasses advocacy, investment policy analysis, performance review, and community-focused initiatives, demonstrating a commitment to sustainable and values-based investing. The firm serves a diverse range of clients, including endowments, foundations, educational institutions, and family offices, guiding them through complex financial landscapes with tailored strategies that address unique needs and goals.