Harbour Trust & Investment Management Company
In the ever changing world of asset management where market dynamics can change intra-day, you need someone that can protect your future from the storm. You need a safe harbour. You need Harbour Trust.
At Harbour Trust, we not only manage assets, we manage the assets that will provide for hopes, dreams, retirement and future generations. And that’s why, unlike many wealth management companies, we focus on relationships.
We develop, cultivate and sustain relationships with our clients for the long-term. It’s seeing our clients’ dreams come true today… and tomorrow. It’s a commitment to the small and the big – each and every day. It’s truly listening with an attentive ear to our clients’ needs, goals and priorities to strategically allocate assets that will help them achieve the financial future they envision.
Harbour Trust & Investment Management Company is so much more than just a list of what we do. What makes us different is our:
- unwavering focus on our clients, always with their best interests at heart
- unique approach to strategic financial planning that helps our clients obtain their financial success and achieve their ultimate goals
- relationships and client focus that drive us to do what we do
- 97% customer retention rate -- a testament to our time-tested relationships
- lack of proprietary products -- meaning our only vested interest is in the success of our clients
Welcome to Harbour Trust...Managing Your Wealth, Securing Your Future
Our Philosophy
It is our standard to provide truly personal service, prudent investment expertise and astute retirement and estate planning advice to our clients. We respect the trust, confidence and loyalty placed in us by our existing clients and look forward to offering our professional advice and counsel to the new clients we meet..
Relationship-Focused Expertise
For nearly 20 years, our focus remains the same — to help our clients achieve their financial goals by building strong and trusting individual relationships with our clients.
Fully Vested in Client Success
Because we have no proprietary products, every financial decision we make serves one purpose — to exceed our clients' goals.
Dedicated and Experienced Financial Advisors
Our team combines financial acuity, expertise and sense of responsibility to manage each client's assets as if they were their own.
Results Driven
97% customer retention rate is a testament to our commitment to achieving results.
Strategic Asset Allocation
Each portfolio mix is determined by each client's unique goals, needs and risk tolerance.
Active Asset Management
Our advisors combine financial research, market forecasting and industry expertise to outperform industry and peer group averages.
Relationship-Driven Expertise