Harbour Trust & Investment Management Co.
Harbour Trust & Investment Management Company, founded in 1997 and headquartered in Michigan City, Indiana, is an independent fiduciary investment management firm. With around 26 employees, the firm offers asset management, financial planning, and fiduciary services to individuals and families. Harbour Trust emphasizes building long-term, trust-based client relationships, customizing investment plans, and focusing on prudent, client-first decision-making. The team is known for its experienced staff and high client retention rates.
Investment Strategy
Harbour Trust & Investment Management Company employs a relationship-driven approach, building customized investment portfolios to meet clients’ specific financial goals. The firm does not offer proprietary products and acts exclusively in clients’ best interests, focusing on exceeding client objectives with prudent, diversified asset management. Portfolio strategies include retirement, estate, and long-term care planning—managed by experienced financial professionals following stringent regulatory standards. The firm is dedicated to financial stability, personalized service, and maintaining a 97% client retention rate through tailored, thoughtful investment management.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp. | 14.89% | $134.4M | 850,746 | $49.52 | $157.99 | +$38.6M |
A AAPL | Apple, Inc. | 4.81% | $43.4M | 211,659 | $192.53 | $205.17 | -$3.7M |
G GOOG | Alphabet Inc Class C | 3.15% | $28.4M | 160,129 | $142.53 | $177.39 | +$3.7M |
J JPM | JPMorgan Chase & Co. | 2.97% | $26.8M | 92,372 | $174.22 | $289.91 | +$4.1M |
M MSFT | Microsoft Corp | 2.82% | $25.5M | 51,255 | $386.12 | $497.41 | +$6.7M |