Harbour Capital Advisors is a wealth management firm providing holistic planning and investment management solutions to individuals, families, and charitable foundations. A fee-only advisor and fiduciary, we are staffed by successful professionals each averaging over 20 years of experience in private and corporate banking, investment management, and sophisticated wealth and tax planning. Privately-owned, our hallmarks are comprehensive advice and superior client service.
What We Do
- Investment Advisory and Management Services
- Strategic and tactical investment planning
- Asset allocation and diversification planning
- Investment and risk management
- Wealth Planning Services
- Tax, estate, trust and charitable planning
- Financial and cash flow planning
- Business succession and other exit strategy planning
- Family Office Services
- Liquidity, asset and liability management
- Design and implementation of a family governance system
- Foundation advisory services, including administration and grant-making
How We Do It
As your personal CFO, we look beyond the numbers to understand your financial goals and priorities – for your lifetime and beyond. Clients benefit from the broad experience of our team, enjoying access to customized investment solutions and planning tools designed to preserve wealth and solve financial challenges, even those that our clients have not yet identified. Our investment guidance is free from the numerous conflicts of interest inherent to larger organizations, and our size, ownership and collegial culture ensures that clients receive dedicated and consistent service. As a fiduciary, we have a duty to act primarily for our client’s benefit in matters connected with our engagement and not for our own interests. Simply put, we sit on the same side of the table as our clients.