Our Services

 

Today, more than ever, there is an overwhelming amount of financial information available and it can be confusing to know which options make the most sense. At New Harbor Capital, we are committed to providing independent and unbiased advice and offering only investment products and services that we believe are best suited to help meet your financial objectives and goals.

Customized Investment Solutions

Our risk managed investment approach seeks to obtain the needed return with the least amount of risk. We will evaluate your risk tolerance, time horizons, expenses, and income needs, and work together to develop an investment diversification and tax management strategy that is tailored to your specific objectives. Your investments will be managed based on current economic and market conditions, using a combination of true value investing and tactical positioning. As your advisor, it is our responsibility to manage risk, protect your wealth, and implement strategies based on the ever-changing financial landscape, ultimately helping you maximize returns and reach your investment goals.

Focus on the Issues You Care About

The legacy you leave is important to you and your loved ones. We believe that before you begin to build real wealth, you need a strategy to protect it. We will help you identify risks that could affect not only you, but potentially your family, and show you cost-effective options to reduce those risks. If you are a small-business owner, we can help with your buy/sell agreements and the establishment or management of an existing defined benefit or contribution plan. Our responsibility is to help you review your options and make smart decisions now so your family doesn’t have to deal with surprises in the future.

Access to a Network of Specialists

New Harbor Capital has developed an extensive network of trusted professionals to provide you with comprehensive, objective, and cutting-edge advice. These specialists are readily available to help you in areas such as estate planning, insurance protection, retirement plan design, tax minimization, and asset protection. We are committed to working with these professionals and your other advisors to provide a coordinated and integrated experience to help you achieve your financial goals.

Retirement Plan Design

Many of our business-owner clients recognize the importance of a retirement plan for themselves and their employees. Take advantage of our experience and advice to make better decisions for your retirement plan design, administration, education, and investment. Furthermore, we will educate your employees about the company plan and assist them in planning for and achieving the retirement lifestyle of their dreams. We believe that company management should be able to focus on running the company and leave the details of the retirement plan to us.