About New Harbor Investment Management

New Harbor Investment Management is an independent financial services firm aligned with LPL Financial, the *nation's largest independent broker-dealer. Here at New Harbor Investment Management we do not offer proprietary investment products or engage in investment banking activities; this means we are not pressured or influenced to sell products. At New Harbor, we will rely on the firm's tools and resources to provide financial guidance and recommendations to help our clients meet their needs.

At New Harbor Investment Management, we remain committed to helping our clients achieve their financial goals through prudent planning and transparent communication. Listening to the unique and evolving goals of each client, and considering each individual's distinctive risk tolerances, together we create specialized investment strategies, constructed to address the financial needs of each individual, couple, family, or business.

Respect, communication, transparency and trust are foundational elements of strong client-advisor relationships at New Harbor Investment Management.


*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.