Portfolio Management
Harborview Advisors holds the belief that effective portfolio management is an essential component of achieving your long-term investment objectives. We recognize that each investor has unique needs and objectives, and therefore offer customized portfolios that encompass a range of investment styles and asset classes.
Our investment philosophy is centered around minimizing risk to achieve long-term returns.
Step 3
RIGOROUSLY IMPLEMENT a disciplined rebalancing strategy by returning the portfolio to its original allocations whenever significant variations develop between current allocations and initial allocations (i.e. more than 1%). In effect, this creates a forced “buy low-sell high” discipline which, overtime, helps to lower risk and improve performance.