HARBOR HILLS FINANCIAL ADVISORS

Overview

Harbor Hills Financial Advisors is an independent registered investment adviser, organized as a corporation and owner-operated. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it charges a mix of percentage-of-AUM, hourly and performance-based fees. Harbor Hills is not structured as a capital allocator; instead it uses third-party managers for alternative exposures and relies on public-market vehicles for most client portfolios. The adviser is not an active ESG investor and does not operate as a multi-state advisory platform. Investment activity centers on discretionary equity management supplemented by non-discretionary mandates and targeted use of mutual funds and annuities. The firm tends to favor liquid, exchange-traded instruments as the primary sleeve for core equity exposure, while allocating to outside managers for real estate strategies. Advisory services are oriented toward individuals, families and small-business owners, with portfolio construction designed to blend public equity access, income-oriented solutions and selected alternative real-estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices