Harbor Investment Advisory offers comprehensive and personalized investment management solutions for affluent clients throughout the country. We are committed to delivering quality investment services based on your unique circumstances. As a full service investment firm, we have the ability to provide clients both investment advisory and premier brokerage services. Our seasoned advisors have access to the full spectrum of investment offerings to include cash management, stocks, bonds, certificates of deposit, mutual funds, independent money managers, index funds, alternative investments, and securities-based lending.
Our comprehensive investment accounts offer central custody of your assets and a host of convenient services to organize your finances to include check writing, debit cards, money markets, direct deposits, on-line access, cost basis information, consolidated statement mailing by household, and year-end tax reporting statements.