We know that simple “buy, hold & hope” allocation decisions are no longer responsive enough to the dynamic changes in global risk as sovereign debt concerns, financial upheaval, supply disruptions, and geopolitical unrest can readily cause stock and bond valuations to swing wildly. This is why our hallmark is our focus on deploying adroit rebalancing of portfolio assets when market circumstances change. As such, this requires intensive preparation by being positioned to cushion downside risk while standing ready to promptly reallocate portfolio investments to garner gains as opportunities arise.

Harbor Wealth maintains a disciplined investment process designed to build wealth, control portfolio risk and mitigate loss.

Markets, economies and politics change – So must your investments