The Executive Team works with the Board of Directors in developing and executing the company’s strategic plan.

The Advisors are your connection to our team of financial professionals.  They partner with you to understand what is important to you in the present and what you are working towards for the future.  Your Advisor is essential to creating and maintaining your financial plan.  Our Advisors will meet with you face to face in or out of our offices to help guide you through every step in your financial journey.

Trust Services handles the highly detailed facets of our client’s trusts.  From personal, multi-generational, and special needs trusts to acting in the capacity of Trustee, our Trust division ensures that your trust is carried out in the manner you have specified.

Client Support assists and supports our Advisors to ensure your requests are handled with the urgency and care you deserve.

The Investment Portfolio Managers are responsible for researching and selecting the investments that the portfolios are comprised of.  They work alongside our Advisors in ensuring your portfolio stays within the limits of your risk tolerance, investment objective, and that it continually works toward your financial goals.

Operations ensures that the transactions in and out of your accounts, communication with other institutions and government agencies, and client account updates are processed in a timely and accurate manner.

The Tax Division ensures that all account tax preparation and reporting is handled accurately.  They also work with our Advisors and Portfolio Managers to approach account tax-related scenarios with strategies to better serve our client’s needs.

Compliance works directly with applicable regulatory agencies and Harbour Trust staff to review transactions and account to ensure that we are always up to date with any changes in the legal requirements that apply to our Fiduciary commitment to our clients.

Finance handles all our corporate finances as well as preparing financial reports for our Board of Directors, regulators, and auditors.

Information Technology ensures that our systems maintain the most current cyber-security protocols and that our client and account data remain secure and private.