Performance History

SAM Audited Track Record

Safeharbor Asset Management Performance Composites were created in April 2007 and are comprised of our discretionary, fee paying Strategic Asset Management Portfolios that meet predefined requirements. 

The composites follow Global Investment Performance Standards (GIPS^®) and are updated on a quarterly basis. Complete descriptions of the firms’ composites, and additional information regarding the firms’ policies and procedures for calculating and reporting performance results are available upon request. 

For the periods of January 1, 1999 through December 31, 2009, Safeharbor Asset Management Allocation Strategies have been verified by Absolute Performance Verification, LLC. A copy of the verification report is available upon request.  Access our current Audited Performance by clicking the link below. For further information, please call (631) 421-4341, or e-mail.

View Here Our: 2011 4Q. Performance Report

*Investing in securities always carries the risk of potential loss of investment principal. Past performance is no guarantee of future results.*

Q:So what does mean to you for us to be GIPS verified?

A: In a sense it is a great way to comparison-shop for a Money Manager. Take a look at what the Wall Street Journal has to say. Advisors' Little Secret: Their Past Results

Safeharbor Asset Management has been verified by an independent third party: Absolute Performance Verification, LLC www.absoluteverification.com from 1-1-2000 to 12-31-2009.  

Please click on the follwing link for more information on GIPS^® Standards (formerly known as AIMR).