Paul Houk, President
New Harbor manages stock portfolios for taxable accounts, IRA Rollovers and other Qualified Retirement Plans.
Our investment approach differentiates us from other portfolio managers by its careful balancing of upside potential and downside risk.
Our Philosophy, Process and Style pages explain how we manage your investments. Our Performance pages show our past performance measured against appropriate indices.
We would appreciate the opportunity to discuss your situation and how New Harbor may meet your investment needs. Please use the Contact Us page to get in touch with us.
DISCLOSURE STATEMENT: Performance calculations are derived from New Harbor's Large Cap and Small/Mid Cap Principal Accounts, managed by Paul Houk. Results from January 2000 to December 2001 are derived from Houk personal accounts managed in this discipline before New Harbor's inception in January 2002. Results are time-weighted rates of return net of commissions and transaction costs. While these are non-fee-paying accounts, results have been presented net of New Harbor's maximum advisory fee of 1.20% per annum, assessed quarterly. Performance results of New Harbor Investment Management, LLC clients will be reduced by New Harbor advisory fees. (For example, an account with a compound annual return of 10% would have increased by 159% over ten years. Assuming an annual advisory fee of 1.00%, this increase would be reduced to 137%.) Past performance does not guarantee future results.
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.