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We are independent investment managers with a focus on retirement planning and legacy creation. It is our fiduciary duty to put our clients’ interests ahead of our own. Starting in 1973, we have taken that to heart for more than 40 years, investing through roughly 12 full market cycles, 9 US presidents, 5 Fed Chairmen, 5 recessions, 4 crashes, and countless bull & bear markets. Through it all we have witnessed and learned from amazing progress in almost all fields of endeavor throughout the world. We believe in diversification and the power of compounding over time. As one of very few teams who still manage stocks and build custom portfolios for all ages and stages of life, we seek to invest in the world’s leading businesses with predictable futures, increasing earnings and growing dividends. Through the years our clients have prospered, and our practice has grown to include dedicated operations and planning, research, due diligence, portfolio management, business development and all the resources of Harbor Investment Advisory. Today we take great satisfaction from our close relationships with clients and look forward to continuing our traditions of friendly service, honest care, and unbiased advice.Areas of focus: Equity portfolio managementIndividual security research and investmentComprehensive Financial PlanningRetirement Income PlanningEducation Planning