If you would like a performance analysis of your investments in the same format as above just provide us with a list of them.
The name of the investment or ticker symbol is all that is required.
Absolutely no obligation or sales pressure. Promise.
A Fiduciary Financial Adviser.
Safe Harbor is different.
We believe investors should have access to better investment options than mutual funds, annuities, robo-advisors and other packaged products which often under perform and
can be laden with fees and poorly performing investments.
Packaged investment products can be like processed food.
They may contain things that aren't good for you.
Instead of just "managing" wealth, we attempt to harvest wealth
from the markets for our clients.
We scan the entire market of companies seeking those
with a history of creating wealth.
We serve investors who seek growth of capital.
We focus on investments that create wealth.
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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 under-perform.
We work only for our clients.
Safe Harbor Capital Management LLC is a Registered Investment Advisor.
Registered Investment Advisors differ from
banks, brokers and insurance companies.
Registered Investment Advisors are fiduciaries by law.
This means they must place the interests of their clients before their own.
Conflicts with the client's interests can arise from
commissions, bonuses and sales quotas.
These conflicts are common in the
brokerage, banking and insurance industries.
Fiduciaries are held to higher ethical standards, have greater responsibility and
are more limited in compensation.
Safe Harbor is not controlled by any broker, bank or insurance company.
Our loyalty lies solely with our clients.
Safe Harbor Wealth
Bloomington, Minnesota
Call 612.234.7233
As a fiduciary we are free of conflicts of interest.
Safe Harbor Capital Management LLC, d/b/a Safe Harbor Wealth
A Registered Investment Adviser in Minnesota
Safe Harbor Capital Management LLC, d/b/a Safe Harbor Wealth
A Registered Investment Adviser in Minnesota