Harbour Investment Management LLC
Harbour Investment Management LLC is an SEC-registered investment adviser based in Edmonds, Washington. Founded in 1991, the firm manages assets for individuals (both high net worth and others), pension plans, and charitable organizations. Harbour helps its clients plan, grow, and protect their financial futures by offering customized financial advice and portfolio management. As of early 2025, it employs approximately 4 to 5 people, all focused on investment management for U.S.-based clients.
Investment Strategy
Harbour Investment Management LLC provides discretionary portfolio management and financial planning services that focus on asset allocation, portfolio aggregation, and regular rebalancing. The firm primarily serves individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Investment advice covers a range of instruments including stocks, ETFs, options, bonds, mutual funds, and annuities. Harbour seeks to match client goals with appropriate investment products, prioritizing transparency and fee efficiency by avoiding higher-cost mutual fund share classes when available. The firm does not take custody of client funds and delivers advice tailored to each client's risk profile and financial needs.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.89% | $29.8M | 59,908 | $58.84 | $497.41 | +$7.1M |
C COST | COSTCO WHSL CORP NEW | 7.80% | $18.0M | 18,206 | $151.68 | $989.94 | +$613.9K |
A AAPL | APPLE INC | 4.67% | $10.8M | 52,601 | $28.61 | $205.17 | -$933.2K |
A AMZN | AMAZON COM INC | 3.68% | $8.5M | 38,734 | $38.26 | $219.39 | +$643.2K |
A AVGO | BROADCOM INC | 3.26% | $7.5M | 27,351 | $66.24 | $275.65 | +$2.6M |