Good Harbor Advisors, Inc.
Firm details
- Headquarters
- Gloucester, Massachusetts
- CRD number
- 143492
- Registered since
- March 16, 2018
- Website
- www.goodharboradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.21%
- Individuals22.33%
- Corporations / Businesses0.25%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Good Harbor Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered in 2018. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Good Harbor is not identified as a capital allocator and does not mark itself as an active ESG investor. It is also not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Cash & Cash Equivalents22%
- Exchange Traded Equities11%
- US Government Bonds6%
- State & Local Bonds3%
Contacts
3 of 4Lonnie Mayer
Registered RepresentativeCRD 6010213
Matthew Babson
PartnerCRD 4758346
Donna Crocker
President & PartnerCRD 1496443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$85M in ETFs
83%
$70.8M
12%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $7.8M | 155,086 | 9.17% |
Location
Gloucester, MA
Essex
Location
Gloucester, MA
Headquartered in Gloucester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 1 Blackburn Dr
- Time zone
- ET (UTC-5)
- Office locations
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