LEGACY HARBOR

Overview

Legacy Harbor operates as a small partnership-style RIA focused on portfolio management for individuals and small businesses, and on selecting other advisers where appropriate. The firm charges clients on a percentage-of-AUM basis and serves a client base made up of individual and family relationships. Investment activity centers on public equity exposure, with a clear preference for exchange-traded instruments and a practice of implementing separately managed account (SMA) or ETF-driven strategies. Legacy Harbor is not an active ESG investor and is not organized as a multi-state adviser. Manager allocation activity includes the use of third-party managers when needed; the firm lists selection of other advisers among its advisory services. Its business model is capital allocator–oriented within a small, client-focused setup rather than a product house or institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices