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 and 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 Advisory is a firm believer in an asset allocation approach. Periodically, we will 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.