Covid-19 Update

We are delighted to report, Harbour Trust & Investment Management Company’s lobby is open. We are now actively scheduling client meetings in our conference rooms.

Our safety standards and protocols remain unchanged. We will require all guests and staff of Harbour Trust to wear masks and we will abide by social distance guidance issued by the CDC and other local authorities. Additionally, our diligent sanitization practices will continue; providing confidence to all those attending meetings and visiting our building.

While Indiana continues to work through the vaccination eligibility process we understand our clients may have more comfort meeting with their administrator virtually. We will accommodate and fully support the meeting format that you desire.

We appreciate your cooperation and fortitude as we transition through this health crisis, and as we all look forward to coming back together again.

https://www.coronavirus.in.gov/vaccine/index.htm

What We Do:

In the complex world of asset management, market dynamics change rapidly. You need an expert who can help you plan for and protect your future. You need Harbour Trust.

Individual Retirement Accounts (IRAs)

 
Your IRA is an integral part of your retirement plan. Whether your account is a rollover from a previous employer or an established IRA account, we'll serve as the trustee for your account. Our proven methods can help you plan for a comfortable retirement. 

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Investment Management Accounts

 
We apply our disciplined investment process to construct customized, individual security investment portfolios to assist families and businesses in meeting their financial goals, and provide guidance as the trustee to your portfolio.

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Trust Execution & Administration

 
As a corporate fiduciary, we serve as your trustee and work with your legal, tax, and other advisors throughout the estate planning process to help you execute your plans.

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Strategic Asset Allocation

 
Each portfolio mix is determined by your unique goals, needs and risk tolerance.

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Active Asset Management

Our advisors combine financial research, market forecasting and industry expertise to outperform industry and peer group averages.

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Wherever you are in your financial journey, Harbour Trust is here to guide you to a more prosperous future.

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Recent News

     More People Delay Claiming Social Security  The average age for claiming Social Security retirement benefits has long been steadily rising, as older Americans work longer.  ...

     Population Peaks Global population is projected to peak in 2064 and decline by the end of the century.  ...

     Majority of Young Adults Living at Home A record number of young adults lived at home with their parents in 2020, driven by the coronavirus pandemic by exacerbated by other factors. ...

We moved our accounts in 2010 to Harbour Trust from a large national brokerage firm which had undergone multiple mergers, errors, and loss of personal contact and service! Harbour Trust has far exceeded our expectations, not only with their management expertise, but service beyond anything we had previously experienced! They are always available to help with any issue or concern, and have even traveled to our 2nd home in Florida to update and review our accounts! They keep us apprised through monthly newsletters of market conditions and provide information of how legislation may affect assets! They have done an outstanding job in managing our accounts!
Duane & Marilyn W.
I know that our Relationship and Accounts MUST be on the smaller end of the clientele scale, but we NEVER feel like anything other than their #1 client. Timely communication, relevant insights, and the personal touch you just don’t get with the big Corporate firms.
Brian B.
My father starting using Harbour Trust many years ago and I followed his advice and have been with Harbour for well over 20 years myself. As a matter of fact, two of my siblings are also now Harbour clients. I think that speaks volumes about the quality service and sound financial advice we have all received. They strive to understand your needs and goals and work diligently to help you achieve those results.
Rich R.
We became clients of Harbour Trust in 2012 and could not be more gratified with the relationship. The long-term stability of our retirement portfolio was our fundamental priority and Harbour Trust has certainly exceeded our expectations. We truly appreciate Mike Hackett’s watchful management of our investments and his responsiveness to our financial questions. The confidence we have in Mike and the integrity of everyone at Harbour Trust are the reasons we firmly believe that we absolutely made the right decision in 2012.
Jeff S.

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Careers

Join the Harbour Trust Team
Discover an exciting career where you can pursue your professional dreams and cultivate meaningful relationships. 

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Security

As an independent Trust Company we have been granted a charter of operation from the Indiana Department of Financial Institutions...

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Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
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