Harbor History & Background

Harbor Advisory Corporation was established in 1972 to serve the needs of individuals and families seeking a more personalized approach to the management of their investments and financial affairs. Our highly customized approach allows us to maximize investment returns while controlling risk and minimizing the impact of income and estate taxes. Today, Harbor Advisory consists of a team of investment professionals who deliver quality service consistently to a select group of families. Harbor's Investment Committee, composed of seasoned industry specialists, provides guidance and insight to our equity strategy. Together, our experience allows us to grow our clients' assets over time, while helping to pass on wealth and values to future generations.