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  • YOUR TRUSTED SOURCE FOR FAMILY WEALTH MANAGEMENT

    We have a passion for serving our client families and watching them achieve their dreams

    Free Portfolio Risk Analysis

     

  • YOUR TRUSTED SOURCE FOR FAMILY WEALTH MANAGEMENT

    We have a passion for serving our client families and watching them achieve their dreams

    Free Portfolio Risk Analysis

     

  • YOUR TRUSTED SOURCE FOR FAMILY WEALTH MANAGEMENT

    We have a passion for serving our client families and watching them achieve their dreams

    Free Portfolio Risk Analysis

     

  • YOUR TRUSTED SOURCE FOR FAMILY WEALTH MANAGEMENT

    We have a passion for serving our client families and watching them achieve their dreams

    Free Portfolio Risk Analysis

     

Watercolor paintings by: Stephen K. Davis

About Our Firm

Safe Harbor Asset Management (SAM) was founded in 1990 as an independent Registered Investment Advisor. SAM partners with our clients to develop creative, tailored wealth management solutions to fulfill their missions and goals.

 

Our Process

Our advanced planning process is to discover those unique factors and begin the process of developing an investment plan.

OUR SERVICES

Managing your family’s wealth is a serious undertaking. With an ever increasing array of investment products available, the growing burden of taxes, increasing liability risk has made protecting your family’s wealth more complex.

 

Investment Philosophy

The investment process we employ in portfolio management is guided by the principles of Modern Portfolio Theory (MPT).

SAM utilizes a global strategic Asset Allocation model to construct portfolios around a core of index and enhanced index funds.

 

Building Wealth Through 1031 Exchanges

We specialize in helping the affluent sustain their wealth through practical and strategic methods.

With proper planning, real-estate investors can successfully leverage their debt and taxes while sheltering their cash flow with the use of Like-Kind Exchanges, also known as 1031 Exchanges.
 

 

Our Team

Learn about our dedicated team of professionals:

Stephen K. Davis-Bio

Jessica Trask-Bio

Ana Reaño-Bio

Tim Heller-Bio

 

Our Performance History

To legally publish performance figures, investment reports must be verified by an accredited non-affiliated entity.

SAM has a recorded 14-year performance history; verified by Absolute Verification Services, in adhering to the Global Investment Performance Standards (GIPS) as established by the CFA Institute.

 

Dynamic Portfolio Management

Innovative technology combined with data that can be relied on with Black Diamond Reporting.

 

Performance Reports

Our current performance reports are available for viewing.

Resources

Our resources are available to give you the most up-to-date information.

 

Blog/Newsletters

What do we think of today’s market? How are world events impacting the state of the market? Our timely information is at your disposal.

 

Company News

Stephen has been sourced in the New York Times and featured in Forbes Magazine, along with being quoted in other periodicals.

 

Schedule a Lecture

Stephen is a seasoned public speaker. Offering educational discourses on subject matters such as; tax-deferral strategies, investing in times of global uncertainty, 401(k) reform, and retirement planning.

 

Client Portal

This easy-to-use online portal connects you to your financial wealth picture anytime and anyplace.

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