Our sample portfolio's returns since 1999 compared to the S&P 500
The composition of our sample portfolio by asset class
An overview of our account holdings and performance summary
Safe Harbor Asset Management, Inc., 2022
Safe Harbor Asset Management, Inc. is An SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Safe Harbor Asset Management, Inc. unless a client service agreement is in place.