DISCIPLINED INVESTMENT PROCESS
BALANCED PORTFOLIO MANAGEMENT
At Harbour Trust, we take pride in the fact that we create
individual asset managed accounts in order to meet your
specific needs for income and growth. Choosing individual
assets enables us to also focus on your tax concerns. We take
the time to understand your tolerance for risk and then create a
portfolio of assets to meet your needs.
Allocations between various asset classes and security types
are among the most critical decisions. It is important to balance
your needs with market considerations; reviewing your short-
term needs in a long-term context.