Harbor Investment Advisory

Financial ServicesMaryland, United States11-50 Employees

Harbor Investment Advisory was founded in 2009 with a singular mission to provide investment and wealth advisory services focused exclusively on serving private clients, institutions and family offices throughout the United States. We provide comprehensive investment portfolio design and wealth management for clients seeking personalized attention and meaningful advice from a well-established financial institution.

We focus on a limited number of client relationships in order to provide highly customized advice and exceptional service. With decades of experience navigating various market conditions, we offer our perspective, discipline and access to premier investment solutions to assist in the proper stewardship of your assets. We counsel clients with attention to detail in collaboration with your tax and legal professionals on managing the complexities of your wealth.

As a private and independent firm, we are able to provide access to a broad spectrum of resources from many of the world’s leading research and asset management providers. Our size is an asset that we prefer to preserve, since being a large organization is less important than having the focus to deliver superior service and objective advice without corporate distractions.

Sign up for free to view info

Email Format Employee directory