HARBOUR FINANCIAL RESOURCES, LTD

Overview

Harbour Financial Resources, Ltd is an independent registered investment adviser that has operated since 2000 and is owned by an individual principal. The firm serves both individual and family clients as well as smaller institutional relationships, offering a mix of advisory and insurance services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Harbour acts as an insurance broker in parallel with its fee business and uses a hybrid fee model (percentage of AUM, hourly charges, fixed fees and commissions). Harbour presents itself as a capital allocator: it builds client portfolios directly and also sources or delegates to third‑party managers when specialist exposure is needed. The firm is not an active ESG investor and, per its filings, primarily operates on a non‑discretionary basis, meaning clients generally retain trading authority while Harbour provides recommendations, oversight and manager selection.

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Location & Offices