Investment Advisory
& Management
Wealth Planning
Family Office

Our Services      Investment Advisory & Management

Harbour Capital Advisors’ investment managers employ an active approach based on broad market research and remain nimble as markets change. Our investment decisions are made following thoughtful deliberation on input from a wide range of global economic and market research firms; we are not beholden to one viewpoint and are free from the numerous constraints and conflicts of interest inherent in larger organizations.

Our portfolio managers, bringing to bear expertise in equities, fixed income, and alternative investments, enhance our clients’ long-term portfolios with tactical investments focused on near-term opportunities. With a small, select group of clients, we engage in active implementation and execution of our investment strategies – imperative in the turbulent, volatile markets of today.

In partnership with each client, we develop a dynamic, comprehensive investment solution customized to the client’s unique goals and circumstances and integrated with their overall wealth plan.

The main benefits of our approach are:

Active management of all portfolios

Implementation governed by a tailored Investment Policy Statement

Independent advice

Top-down macro analysis of economic and market drivers coupled with bottom-up security evaluation

Trading strategies focused on sector rotation in anticipation of the business cycle

Focus on tax efficiency and risk mitigation

Flexibility to evolve with changes in our clients’ circumstances

Comprehensive reporting across all providers

Coordination of investments with wealth planning initiatives and tax considerations

We look forward
to hearing from you.

Your story is unlike anyone else's.
Your wealth plan should be too.

Scott B. Wilson, CFA

Portfolio Manager