Safe Harbor Asset Management, Huntington, NY, financial planner, financial advice, financial adviser, 401k, 1031 Exchange

Your Trusted Source for Investor Support

Founded in 1990, Safe Harbor Asset Management (SAM) is a fee-based Registered Investment Advisory Firm conveniently located on the North Shore of Long Island in the village of Huntington.

The firm was incorporated in 1995 to provide Asset Management and Financial Planning services. Serving individuals & families of high net worth.

Our Global Asset Allocation strategy has consistently outperformed the S&P 500 Total Return Index over the last 3, 5, 7 and 10 year periods ending 12/31/2009 as verified by Absolute Verification Services, according to the Global Investment Performance Standards (GIPS) as instituted by the American Institute of Management and Research *Historical Performance is not an indication of future results. Investments involve risk and the possible loss of principal.* (GIPS Verifiers Report)

 

Mission Statement:

At Safe Harbor Asset Management, we believe uncertain times require a more personalized, evolving approach toward managing family wealth. Our clients potentially grow their assets with our services, while striving to safeguard their capital from a volatile market.

 

Guideline:

The investment process we employ to reach our joint goal is rooted from the principles of Modern Portfolio Theory (MPT). Using MPT as a strict guideline, we are able to emphasize on the reduction of market based volatility through efficient allocation of portfolio assets among statistically optimized asset classes; at the same time focusing on minimization of cost by using ETF's (Electronically Traded Index Funds) which offer a low cost, low turnover and asset class specific funds.

 

 Broker Management:

Through our broker-dealer, American Portfolios Financial Services, Inc.; we have access to a large spectrum of financial companies and products.  

 

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FINRA    SIPC