Advisory Services

 SAFE HARBOR TAILORED SERVICES

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Advisory Services / Financial Planning


True financial planning is a serious undertaking. With an increasing array of products available for investment and the growing burden of taxes, supervising financial affairs has become more complex. A first-rate financial advisor is an objective and knowledgeable professional who can provide solutions for the clients' financial needs, either alone or in co-ordination with a clients' other advisors. It requires knowledge and experience in a broad range of financial activities as well as a deep understanding of individual client needs.  Having over 30 years of experience in the financial industries we meet these needs. Through discussions with each client, we gather information that enables us to make recommendations that reflect each personal concern.

At Safe Harbor Asset Management we examine the clients' whole financial situation and provide detailed, integrated recommendations. We can incorporate a selection of, including but not limited to, the following:

  • Investments
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Education planning 
  • Cash flow strategies
  • Tax reduction strategies

All services are offered as part of a total financial planning package or on an individual advisory need basis.

Our professional advisory & financial planning services are offered alone or in conjunction with our portfolio management services. 

 

Portfolio Management

 

Stephen K Davis Financial Services Ltd., DBA Safeharbor Asset Management (SAM)is a Registered Investment Advisor currently registered in the States of Connecticut and New York. The firm was incorporated in 1995 to provide asset management and financial planning services.

SAM utilizes a global strategic asset allocation model.  Portfolios are structured 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). We allocate portfolios using both domestic and international equity components, and U.S. fixed income components.