Harbor Investment Advisory
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Infrastructure, Commodities, Crypto, Distressed and Special Situations, ESG and Impact Investing, Collectibles & Art
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Pharmaceuticals
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2009
Harbor Investment Advisory is a privately held, independent wealth management firm founded in 2009, dedicated to serving individuals, families, and institutions across the United States. The firm offers a range of services, including investment portfolio management, wealth planning, and family office support, with a focus on delivering personalized and objective advice tailored to each client's unique financial goals.
As an independent firm, Harbor Investment Advisory is not tied to any proprietary products, allowing it to provide unbiased recommendations and access to a broad spectrum of investment solutions. The firm's team of seasoned professionals emphasizes integrity and competence, fostering long-term relationships with clients. Their investment approach is comprehensive, integrating various asset classes and investment strategies to create diversified portfolios that align with clients' risk tolerance and financial objectives. Harbor Investment Advisory is headquartered in Lutherville, Maryland, with an additional office in Rockville, Maryland, and can be contacted at 410-659-8900.
Requirements
- High Net Worth Clients
- Affluent Families
- Corporate Executives
- Business Owners
- Unique Family Circumstances
- Ultra High Net Worth Clients
- Family Office Support Services
- Private Foundations
- Nonprofit Organizations
- Customized OCIO Services
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Mentioned In
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$14.95
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$19.95
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$24.95
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$24.95
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