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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 1

THOUGHTFULLY DEVELOP a customized asset allocation portfolio that aligns with your specific goals. This initial step involves a detailed analysis of your financial objectives, risk tolerance, and investment horizon to craft a tailored asset allocation strategy.

STEP 2

CAREFULLY SELECT investment vehicles, aligning objectives and risk tolerance to your portfolio.  We are always seeking profitable investment opportunities and evaluating them to determine the appropriateness for your portfolio.

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.

Step 4

IMPLEMENT A PROACTIVE REVIEW PROCESS with you, as sometimes allocation changes are necessitated by market and world factors (commodity prices, interest rates, specific market valuations, exogenous events, etc.).