Harbor Advisory Corp. /ma/
Harbor Advisory Corporation is an independent investment advisory firm founded in 1972 and headquartered in Portsmouth, NH. The firm specializes in tailored wealth management and investment counseling services for high net worth families. Harbor Advisory is known for its personalized approach, long client tenures, and experienced senior advisors. With approximately 7 employees, the firm integrates investment and related wealth management to help clients meet their personal and financial objectives.
Investment Strategy
Harbor Advisory provides discretionary investment management focusing on equity, balanced, and fixed income portfolios. The firm’s investment process is driven by an investment committee comprised of experienced advisors and industry experts, ensuring a global economic perspective and original research inform every decision. In addition to portfolio management, the firm offers comprehensive advice on retirement planning and broader wealth management, always prioritizing clients’ individual goals and risk profiles.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.29% | $19.8M | 34,775 | $311.46 | $568.03 | +$1.7M |
A AMZN | AMAZON COM INC | 4.70% | $14.8M | 67,273 | $163.65 | $219.39 | +$1.8M |
F FTSL | FIRST TR EXCHANGE-TRADED FD | 4.39% | $13.8M | 300,170 | $46.01 | $45.89 | +$7.9M |
V VGK | VANGUARD INTL EQUITY INDEX F | 4.27% | $13.4M | 172,802 | $59.12 | $77.50 | +$1.3M |
G GOOGL | ALPHABET INC | 3.94% | $12.4M | 70,120 | $66.25 | $176.23 | +$1.6M |