Performance History

Safe Harbor 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, 2008, Safe Harbor Asset Management has been verified by Absolute Performance Verification, LLC. A copy of the verification report is available upon request.  For access our current Audited Performance below, and/or for further information, please contact us by phone at (631) 421-4341, or by  e-mail.

4th Quarter 2009 Performance 

 

 

 

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

Safeharbor Asset Management has been verified by an independent third party: Absolute Performance Verification, LLC www.absoluteverification.com from 1-1-2000 to 12-31-2008.  
 
Please click on the follwing link for more information on GIPS® Standards (formerly known as AIMR).