At Safe Harbor Asset Management, Inc., we believe uncertain times require a more personalized, evolving approach towards managing family wealth. Our clients potentially grow their assets with our services, while safeguarding their capital from a volatile market. Often referred to as downside capture, we strive to minimize the effect of extreme market declines by focusing on the negative correlation component of portfolio composition.
A fee-based Registered Investment Advisory Firm, Safe Harbor Asset Management (SAM), serves individuals & families of high-net worth. SAM offers wealth management services guided by the principles of Nobel Prize winning, Modern Portfolio Theory.
Safe Harbor Asset Management, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Safe Harbor Asset Management, Inc. unless a client service agreement is in place.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 167 East Main Street, Huntington,ny 11743,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- investsafeharbor.com
- Keywords
- Asset Management, Financial Planning, Estate planning, Trustee Fiduciary Liability Mitigation, 401k Expense Reduction, Retirement Planning, 1031 Exchange Facilitation.
- HQ
- Huntington, NY
Safe Harbor Asset Management, Inc. Questions
Safe Harbor Asset Management, Inc.'s website is investsafeharbor.com
Safe Harbor Asset Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/safeharbor-asset-management
Safe Harbor Asset Management, Inc. has
4 employees.
View email and phone details for 4
employees at Safe Harbor Asset Management, Inc..
Safe Harbor Asset Management, Inc.'s industry is
Financial Services
Safe Harbor Asset Management, Inc.'s top competitors are
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Safe Harbor Asset Management, Inc.'s categories are Financial Services
Safe Harbor Asset Management, Inc.'s founding year is 1990
