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Investment Philosophy

Investment PhilosophyHarbor Advisory selects the most appropriate securities to construct investment portfolios designed to meet the specific goals and objectives of each of our clients. We use a traditional, fundamental approach to select the individual equities, exchange traded index funds and debt securities of high quality companies we feel are under-valued. We perform original research in conjunction with our Investment Committee and monitor Wall Street analysis of our portfolio companies. Our style of investing is oriented toward long-term growth of capital with particular emphasis on risk management and tax efficiency.