Fiduciary Financial Advisor
THANK YOU FOR YOUR BUSINESS.
By accessing this website or your account(s) at Trust Company of America you agree to and accept the following:
Investing involves risk and the possibility of loss.
You accept that risk and the possibility of loss.
Past results do not guarantee future results.
Safe Harbor Capital Management LLC acts on a best efforts basis and does not promise or guarantee any performance, actions,
or outcomes of any kind.
The use of the word "Safe" in this firm's name does not imply that investing with Safe Harbor Capital Management LLC is without risk.
Your investment objective is growth of capital.
Your investment time frame is at three years or more.
Safe Harbor Capital Management LLC
Fiduciary Financial Planner
Safe Harbor Capital Management LLC is a fee-only fiduciary financial planner in Bloomington, Minnesota.
Safe Harbor is different.
We believe investors should have access to better options than mutual funds and other packaged products which often underperform and can be laden with fees and expenses.
Instead of just "managing" wealth, we attempt to
harvest wealth from the markets for our clients.
We scan the entire market of companies and seek only those
with a history of creating value.
We select only a few that have shown sustained ability to create wealth.
We serve investors who seek growth of capital.
We focus on investments that create value.
Safe Harbor is legally bound by the fiduciary standard of care.
We have no conflicts of interest from being employed by a
bank, broker or insurance company.
There is no pressure from commissions, bonuses or sales quotas.
We do not sell mutual funds or other "products" that can be loaded
with fees and commissions and often underperform.
We work only for our clients.