Delivering investment knowledge, judgment & advice to individuals & families and their business and philanthropic interests.
Greg guides clients through the complex world of competing expert opinions to create comprehensive investment plans. His edge is having a sound foundation of study in the fields of investments, financial planning and economics while experiencing the real-world interplay of markets and emotions. His ability to differentiate among investment managers and techniques allows him to serve families and institutional clients (foundations, boards and corporations) alike.
Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.
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