Fiduciary Financial Advisor
A fiduciary is legally bound to place the client's interests first.
THANK YOU FOR YOUR BUSINESS!
BY VISITING THIS WEBSITE AND YOUR ACCOUNT(S) AT
TRUST COMPANY OF AMERICA YOU AGREE TO AND ACCEPT THE FOLLOWING TERMS AND CONDITIONS:
Investing involves risk and the possibility of loss.
You accept that risk and the possibility of loss.
Your investment objective is growth of capital.
Your investment time frame is three years or more.
Past performance does not guarantee future results.
No content on this site is meant to be a representation of past or future performance of any actual account(s).
No content on this site is to be construed as investment advice.
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.
Safe Harbor Capital Management LLC is not a tax expert and does not give tax advice. You will consult a qualified tax expert for tax advice.
Safe Harbor's investment strategies are not designed to be tax efficient.
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.
If you have any questions about these terms and conditions
please call 612-234-7233.
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 under perform 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 those
with a history of creating value.
We select only a few that have shown the 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 work only for our clients.