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Founded in 1982, Safe Harbor Asset Management is a well-established financial advisory firm. Our staff’s diversity of experience enables us to work with clients with all types of needs. Our President, Stephen K. Davis, has been written about, published and quoted in most area publications including The New York Times and Wall Street Journal.
Our Mission:
We dedicate our interest to helping individuals with their particular Financial Planning and Investment Management needs. Stephen has over 30 years experience in Estate Planning, Multi-Generational Investment Plans, Annuities, Life Insurance, Real Estate Investment Trusts, Limited Partnerships, & Private Placements. Our mission is to improve investment returns, reduce taxes and plan future cash flows in an innovative way that will suit your current and future income needs. Through discussions with each client, we gather information that enables us to make recommendations that reflect personal concerns, needs and resources.
The investment process we employ to reach our joint goal is rooted from the principals 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.
Centrally located in Huntington, New York on Long Island, we provide a convenient location for all Islanders. Through our broker-dealer, also a Long Island based corporation, American Portfolios Financial Services, Inc.; we have access to a large spectrum of financial companies and products.
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