Performance HistorySafeharbor 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.
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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.
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