January 2016: Demonstrating Superior Work & Exceptional ServiceSubmitted by Safe Harbor Asset Management Huntington, NY on January 19th, 2016
Huntington, NY, January 2016--Safe Harbor Asset Management has been examined by Absolute Performance Verification Services, LLC. Compliance has been examined with all the composite construction requirements of the CFA Institute's Global Investment Performance Standards (GIPS Standards) on a firm-wide basis for the period January 1, 2000 to December 31, 2014, and design of its processes and procedures to calculate and present performance results in compliance with the GIPS standards as of December 31, 2014. The company's management is responsible for compliance with the GIPS standards and the design of its processes and procedures. Their responsibility is to express an opinion based on their examination.
An SEC Registered Investment Advisory firm, Safe Harbor Asset Management Inc. provides fee-based portfolio management and financial planning services. Founded in 1990 the firm is registered in 12 states, providing comprehensive advisory and portfolio management services. The firm's President, Stephen K. Davis has been in the financial industry for almost 30 years. He holds the following security licenses; Series 7, General Securities; Series 24, Licensed Principal; Series 63, NY State Uniform Securities Agent. "We realize that in times of uncertainty and ever growing competition, by readily making this information available investors will have a clear scope and understanding in what it is to maintain high-level performance and value the practice of voluntary self-regulation, Stephen K. Davis."
Absolute provides GIPS pre-verification,verification, and examination services, as well as consulting services on performance measurement issues and systems to investment managers. By adhering to a global standard, firms in countries with minimal or no investment performance standards will be able to compete for business on an equal footing with firms from countries with more developed standards. Performance standards that are accepted globally enable investment firms to measure and present their investment performance so that investors can readily compare investment performance among firms.
If you would like more information, please contact Ana Reaño at Safe Harbor Asset Management, (631) 421-4341 or firstname.lastname@example.org