Making Better Portfolio Decisions With Bloomberg LPSubmitted by Safe Harbor Asset Management Huntington, NY on March 29th, 2017
Bloomberg's Portfolio & Risk Analytics has benchmarked Safe Harbor Asset Management's (SAM) three separate managed accounts. Providing transparency to portfolio performance.
Committed to offering exceptional service to our clients. Bloomberg's analytics offers the support that we need. With greater clarity, SAM can make critical decisions with confidence.
Decisions are based on various factors. It allows us to develop a flexible plan for responding to economic, financial and political changes.
Below we have provided Bloomberg's Fund Overview of our three strategies. You can review the Asset Allocation for our Aggressive, Moderate and Conservative compositions. Updates will be available on a quarterly basis. Fund Overview as of 12/31/16.
*Historical performance is not an indication of future results. Investments involve risk and the possible loss of principal.*