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Our Process

Change happens – and it regularly happens to markets, economies and politics. That’s why now, more than ever, investors must be able to readily adjust their investments to change with the markets. HWM maintains an active and disciplined investment process that rapidly identifies what and when to sell and conversely, the same process identifies what and when to buy. This is why when market circumstances change, our investing process timely adjusts portfolio investments in order to seek consistent growth and to protect.

We continuously analyze global markets to identify prevailing market trends in order to target investment opportunities. As such, client portfolios may be invested globally among forty different markets and indexes and stretching across all seven continents. In order to gain exposure to these new market betas that often offer improved risk-adjusted returns, we may utilize exchange traded funds as their advantages not only include the flexibility to invest in an entire range of global assets but also the ability to benefit from timely intraday price fluctuations. We believe that combining these additional investments has considerable advantages in today’s uncertain world and is key to optimizing risk-adjusted returns.

Change Happens – so must your investments

The Difference

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