Why Choose Safeharbor?

The Art & Science of SAM

 THE ART OF WEALTH MANAGEMENT 

• We are conveniently located in Huntington, NY, centrally located between New York City and the east end of Long Island 

• Stephen K. Davis has over 30 years experience and a broad knowledge in the financial industry including but not limited to financial planning, insurance, annuities, estate planning, 401K plan & participant level advice, and tax avoidance skills 

• Emphasis on the reduction of volatility through the efficient allocation of portfolio assets among statistically optimized asset classes  

• We offer fee-based accounts that DO NOT generate buy/sell commissions 

• We focus on minimization of cost using ETF's (Electronically Traded Index Funds) a low cost, low turnover, and asset class specific funds 

• Our Global Asset Allocation Strategy has consistently outperformed the S&P 500 Total Return Index over the past 10 years *Historical Performance is no assurance of future success* (GIPS Verifiers Report)