About Safeharbor

 

 

 

 

 

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 to high net worth individuals and corporate pension plans. 

 

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.