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New Harbor is your alternative
to large, impersonal financial services firms.
The past several years have been turbulent times, and many
investors have become dissatisfied with their current financial
advisors. Recent scandals involving mutual fund companies and
brokerage firms have left many people wondering where to turn
for advice they can trust. Instead of large financial services
firms which treat them like one account number among thousands,
these investors want personal service from a firm that has their
interests at heart. The answer is New Harbor.
At New Harbor, you have direct access to your portfolio
manager. We get to know you as a person, not a faceless account
number. We are compensated by a quarterly management fee, so our
interests are aligned with your interests. We do not charge
hidden sales loads or fees. We serve as the investment manager
for your account, while Charles Schwab & Co. serves as the
custodian. At New Harbor, there are no "layers of
management" between you and your portfolio.
New Harbor manages taxable portfolios, IRA Rollovers and
other Qualified Retirement accounts. If you would like to learn
more about the alternatives available to you, see our FAQ
link.
If you are unfamiliar with investment terminology and would
like to learn more, please click here for access to our
"Investment 101" tutorial.
Our investment approach differentiates us from
other portfolio managers by its careful balancing of upside
potential and downside risk, striving to create a "margin
of safety" for our clients. This "margin of
safety" is the cornerstone of our investment philosophy.
New Harbor's investment
process is a disciplined search for companies
poised for fundamental improvement, selling at attractive
prices. We look for companies with improving fundamentals which
may be out of favor with the average investor. We believe many
investors look for companies that have reported good results in
the recent past, and which fit into popular investment
"stories." Consequently, we believe these investors
make the mistake of overpaying for companies that have done well
in the past, but may disappoint in the future. New Harbor uses
quantitative and qualitative resources to find investment
candidates, and subjects them to fundamental and valuation
analyses. We establish upside and downside targets for each
candidate, tracking their reward/risk ratio. By purchasing
attractive stocks and selling stocks that reach our targets, we
continually refresh our portfolios.
Our
Philosophy, Process and Style pages will tell you
more about how we manage your investments. Our Performance pages will show our past
performance measured against appropriate indices. Please
carefully read the disclosure statements on these pages; past
performance does not guarantee future results.
We create portfolios of 20 to 50 common stocks. We do not
employ options, futures, derivatives, or short positions. Most of our clients use Charles Schwab & Co.
as the account custodian; we place trades for their account
through Schwab. Our minimum individual account size is
$100,000 and our fees and products are listed on the "Products
and Fees" page.
We would appreciate the opportunity to discuss your
situation or answer any questions you may have. You may learn
more about us and how we developed our philosophy on the "Portfolio Manager" page.
DISCLAIMER: This website does not constitute a
solicitation or offer to sell securities or investment advisory
services except where we are registered or where there is an
exemption from such registration. This website is provided for
information purposes only; it is not a complete description of
our investment advisory services or performance. Nothing on this
website should be interpreted to imply that past performance
guarantees future results. THERE ARE NO WARRANTIES, EXPRESS OR
IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, AS TO THE
CORRECTNESS, ACCURACY, QUALITY, COMPLETENESS, CONTINUED
AVAILABILITY OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON
THIS WEBSITE.
New Harbor Investment Management, LLC is a
service mark of New Harbor.
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