HARBOR INVESTMENT ADVISORY, LLC

Overview

Harbor Investment Advisory, LLC is an independent registered investment adviser and broker-dealer formed in 2010 that positions itself as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides comprehensive financial planning and portfolio management across individual, small business and institutional mandates, and it also offers pension consulting and selection-of-adviser services. Its fee model blends percentage‑of‑AUM billing with hourly and fixed‑fee engagements, which supports both ongoing discretionary management and advisory/consulting relationships. Investment activity tilts toward equity markets with heavy use of exchange‑traded instruments, while the firm also sources external managers across private markets and hedge strategies. Harbor self‑identifies as an active ESG investor, integrating environmental, social and governance considerations into portfolio construction and into manager selection for both long‑only and alternative exposures. The combination of broker‑dealer capabilities and adviser selection services signals a hybrid operating model that can implement in‑house strategies and allocate to third‑party managers.

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