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You're smart, successful...and very busy! You hire professionals to help you with everything from aerobics to taxes. You owe it to yourself to consider professional investment management. This is where you begin!
Harbor Investment Counsel provides portfolio management services to individuals, pension plans, trusts and others on a fee-only basis. Growth or income portfolios are personalized to the individual needs of each client. Alternatively, a customized portfolio may be designed and developed to achieve a client's unique investment objective.
Our investment strategy is neither "asset allocation" nor "buy and hold," but active stock selection to maximize returns consistent with the risk tolerance of the individual client. The Standard & Poor's 500 Index is the benchmark for growth performance.
Harbor Investment Counsel is a Registered Investment Advisor incorporated in the state of Maryland. Registration is with the Securities Division of the Office of the Attorney General, which is the regulatory body for investment advisors in Maryland. Principals of the firm are Raymond L. Cline and Joseph A. Giordano, who are also affiliated with Harbor Investment Solutions, LLC. The office location is
2530 Riva Road, Suite 312, Annapolis, Maryland 21401.
For more information about Harbor Investment Counsel and to discuss your investment needs, please contact us today at (410) 224-6000 for a no-obligation appointment.
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