Download our Sample Portfolio Performance Report

 

sample-report-pages

Download our performance report and see:

  • 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.