We believe in providing a world-class Client Experience 

We serve a wide variety of individuals, couples, families, retirees, small business owners, retirement plans and charitable organizations. We are extremely proud of the fact that the quality of our work and professional relationships allows us to serve four generations from the same family.

 

We believe in providing a world-class experience - and our experience goes far beyond simply managing client assets. 

We Provide Our Clients With

Quality Investment Management

 

From the initial meeting and beyond, we place a premium on delivering quality management to fit the strategies that align with our clients' goals and objectives. From Individual Accounts to Company Retirement Plans, we manage them all. 

Regular, Transparent and Easy to Understand Reporting

 

From Quarterly Reviews, to Interim and Final Tax Reporting we believe in proving you with as much information is necessary to give you a clear understanding of your investment portfolio. Our clients have the ability to access their accounts at any time using our online portal, and have the ability to run reports themselves - providing both a broad and detailed overview of all of their account information.

The Ability To View Your Accounts On-The-Go

 

Whether on your computer at home or on a tablet or smart-phone, our clients have the ability to access their portfolio information via a secure Internet connection. Login to the Private Harbour Portal to view your investments or run reports in the palm of your hand.

Client Safeguards and Protection

 

One of the most important factors that every investor should consider is the safety and well-being of the physical custody of their investment assets. We have eliminated the potential risk of asset theft by outsourcing custody to firms that have significant resources and internal control systems necessary to to safeguard your assets as well as insurance in case something goes wrong.

*Insurance does not protect you against investment losses

An Open Line of Communication

 

We want to hear from you! We founded this business to help people. The relationships we have formed with our clients have grown over time into strong bonds. We enjoy the client-facing aspect of our industry, and encourage an open line of communication. Client satisfaction is very important to us - and that starts with a good understanding of what our clients need.