Good Harbor Advisors, Inc.
Firm details
- Headquarters
- Gloucester, Massachusetts
- CRD number
- 143492
- Registered since
- March 16, 2018
- Website
- www.goodharboradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.21%
- Individuals22.33%
- Corporations / Businesses0.25%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Good Harbor Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (2018) and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation is delivered through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not present itself as a capital allocator to private third-party fund managers and is not identified as an active ESG investor. An accounting affiliation is noted among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Cash & Cash Equivalents22%
- Exchange Traded Equities11%
- US Government Bonds6%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$90M in ETFs
83%
$74.5M
12%
$15.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $8.3M | 168,092 | 9.20% |
Location
Gloucester, MA
Essex
Location
Gloucester, MA
Headquartered in Gloucester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 1 Blackburn Dr
- Time zone
- ET (UTC-5)
- Office locations
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