Services, nec, nec
Safe Harbor Asset Management
Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC Registered Investment Adviser dedicated to managing family wealth and mitigating taxes to enhance clients' financial well-being. The firm specializes in providing investment-grade property alternatives for 1031 Exchanges, leveraging a robust inventory of Delaware Statutory Trusts (DSTs) to help affluent investors sustain their wealth through strategic planning.
Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic Asset Allocation model to construct diversified portfolios, combining index and enhanced index funds. The firm is also recognized for its commitment to client education, offering lectures on topics such as tax-deferral strategies and retirement planning to empower clients in navigating complex financial landscapes. Generated from the website
