FEE-ONLY FIDUCIARY FINANCIAL ADVISER
UNBIASED ADVICE WITH YOUR INTERESTS FIRST
A fiduciary is legally required to place the client's interests first.
SAFE HARBOR CAPITAL MANAGEMENT LLC
We are not part of a bank, broker or insurance company so
you will receive no sales pressure.
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 packaged products, which often underperform and are laden with fees.
Instead of just "managing" wealth, we attempt to
harvest wealth from the markets for our clients.
We scan the entire market of companies seeking 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 are loaded
with fees and commissions and often underperform.
We work only for our clients.