Harbor Advisors LLC
Harbor Investment Advisory, LLC is a boutique, independent wealth management firm headquartered in Lutherville, Maryland. Founded in 2010, the firm is dually registered with the SEC as both a broker-dealer and investment adviser. It provides investment portfolio management, wealth planning, and family office support services to ultra-high net worth and high net worth individuals, families, family offices, related entities, retirement plans, charitable organizations, and other business entities. Harbor emphasizes long-term client relationships, personalized service, and objective advice delivered by a dedicated team of seasoned professionals. Harbor Investment Advisory, LLC has a staff of approximately 33 employees and serves clients nationwide.
Investment Strategy
Harbor Investment Advisory employs a client-centric investment strategy that combines quantitative and qualitative analysis to construct customized portfolios based on each client's investment objectives, time horizon, liquidity needs, and risk tolerance. The firm’s philosophy centers on diversified asset allocation aimed at achieving consistent, risk-adjusted returns. Harbor works closely with clients to determine appropriate strategies and regularly utilizes external research, manager due diligence, and market analysis. The firm does not charge performance-based fees, and its investment recommendations are tailored, open-architecture, and frequently open to third-party portfolio managers to ensure the best possible alignment with client goals.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQIX | EQUINIX INC | 32.91% | $201.1M | 252,790 | $358.02 | $795.47 | -$4.8M |
A AMZN | AMAZON COM INC | 5.55% | $33.9M | 154,700 | $41.74 | $219.39 | +$4.5M |
A AAPL | APPLE INC | 4.98% | $30.4M | 148,400 | $28.96 | $205.17 | -$2.5M |
N NVDA | NVIDIA CORPORATION | 4.65% | $28.4M | 180,000 | $8.75 | $157.99 | +$8.9M |
G GOOGL | ALPHABET INC | 4.49% | $27.4M | 155,600 | $62.76 | $176.23 | +$3.4M |