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 Overview
Our Team
Investment Philosophy
Guiding Principles

Using diversification asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

Rebalancing assets can have tax consequences. If you sell assets in a taxable account you may have to pay tax on any gain resulting from the sale. Please consult your tax advisor.

 

Investment Philosophy


Establishing and reaching your financial goals is one of the most important responsibilities in life. Knowing just how to do this is not always easy. That is where First Harbor comes in.

It all starts with a face-to-face meeting. By meeting with you personally, we get to know you, your needs and what is most important to you and your family. Once we establish where you want to be over time, we work with you to help build a plan to get you to that goal.

As independent brokers, we have the freedom to select from all investment managers. In addition, we are not aligned with any proprietary products. This means our focus is finding the finest managers with proven long-term track records, paying special attention to the fees they charge. Once we find quality solutions, we make sure there is the right balance of expense and performance.

Finally, First Harbor is a firm believer in a diversified asset allocation approach. Periodically, we review your objectives and analyze whether you are on track to reach your goals. Adjustments are made as necessary to keep you on track to reach your goals. Rebalancing of your portfolio is done with consideration towards your risk tolerance and your investment horizon.

It has been said that there is one thing certain in this world, and that is, that change is inevitable. We take great pride in helping you navigate through the twists and turns in life. Join the hundreds of businesses and individuals that have relied on us over the years to help create a road map to financial success.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with First Harbor or any other entity listed on this website.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.