Harbour Trust & Investment Management Company celebrated its 25th anniversary on August 14th, 2022. Harbour Trust has had the privilege of serving its clients from across the country in the community they love for 25 years.
On Wednesday, August 24th, Harbour Trust was honored as a principal business in the community with a ribbon-cutting ceremony by the Michigan City Chamber of Commerce and the Michigan City Economic Development Corporation. President and Chief Operating Officer at Harbour Trust, Stephanie Oberlie, stated, “We would not be here today without the support of our founders, Bob Rose and Leon Dargis. Harbour Trust was started on the simple thought of providing trusted client relationships each and every day. That is our mission, every day, and each person here signed up to follow through on that mission.”
Founding Partner and Chairman of Harbour Trust, Bob Rose, has spent the recent weeks reflecting on the last 25 years and shared, “The success of Harbour Trust can be attributed to the relationships we
have built with our clients, our staff, our vendors, and our shareholders. It is a far more difficult, expensive, and regulated industry than it was 25 years ago, but the secret to success remains the same - building strong, lasting relationships.”
From day one, Harbour Trust’s mission has been to help clients in Northwest Indiana and beyond achieve their financial dreams. As a fiduciary, Harbour Trust advisors are legally and ethically bound to do what is in the best interest of their clients, and it’s only through the success of their clients that they are the company they are today.
“We would also not be where we are without having invested in very talented staff. I truly believe that if the company continues to make sound decisions, this will be a 5-to-10-billion-dollar trust company at our 50th anniversary. Not one sole person is responsible for our success. We got to where we are today as a team, and we will continue to see success by working together.”
Harbour Trust thanks its clients for their loyalty and trust, and they look forward to 25 more years!
