Safe Harbor Assets

Overview

Safe Harbor Assets is a very small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. Its stated fee arrangement combines a percentage of assets under management with hourly charges for planning work, which suggests a split between ongoing investment oversight and project-based planning engagements. Investment activity is equity‑centric: the adviser shows a clear preference for exchange‑traded equities as the primary portfolio building block. That equity tilt appears to drive the firm’s allocation and day‑to‑day trading decisions. Safe Harbor Assets does not identify itself as an active ESG investor and is not positioned as a multi‑state or institutional pension consultant. Given the compact client base and single‑office footprint, the firm operates as a local, relationship‑driven RIA rather than a broad regional or national allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices