Your Trusted Source for Investor Support
Founded in 1990, Safe Harbor Asset Management (SAM) is a fee-only 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 to high net worth individuals and corporate pension plans. SAM is registered with the Securities and Exchange Commission (SEC) to do business.
Performance has been deemed compliant as verified by Absolute Verification Services, in adhering to the Global Investment Performance Standards (GIPS) as established by the CFA Institute. *Historical Performance is not an indication of future results. Investments involve risk and the possible loss of principal.* (GIPS Verifiers Report)
At Safe Harbor Asset Management, we believe uncertain times require a more personalized, evolving approach towards managing family wealth. Our clients potentially grow their assets with our services, while safeguarding their capital from a volatile market. Often referred to as downside capture, we strive to minimize the effect of extreme market declines by focusing on the negative correlation component of portfolio composition.
Safe Harbor Asset Management utilizes a global strategic asset allocation model to construct portfolios around a core of index and enhanced index funds, with the limited addition of actively managed mutual funds and special situations, including but not limited to exchange traded: commodities, real-estate, and private equity.