Safe Harbor Asset Management, Huntington NY, financial advisor, 401k fiduciary, public speaker

Your Trusted Source for Investor Support

Founded in 1982, 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. Serving individuals & families of high net worth, SAM offers Wealth Management services guided by the principles of the Noble Prize winning, Modern Portfolio Theory. 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 no assurance of future success* (GIPS Verifiers Report).

Mission Statement:

To grow client assets by providing our clients with an above average long-term investment rate of return, while striving to safeguard clients 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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