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Safe Harbor Asset Management, Inc.
167 East Main Street, Huntington, New York, United States
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About the Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis.
Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
With a focus on helping the affluent sustain their wealth through strategic methods, the firm assists real estate investors in leveraging debt and taxes while sheltering cash flow with 1031 Exchanges. The institution has a 20-year performance history verified by Absolute Verification Services, as established by the CFA Institute.
Stephen, a seasoned public speaker, offers educational presentations on various subjects such as tax-deferral strategies, investing during global uncertainty, 401(k) reform, and retirement planning. Clients have access to an easy-to-use online portal for 24/7 monitoring of their portfolio information.
For the most up-to-date information on market trends and events, clients can access resources provided by Safe Harbor Asset Management, Inc. Criteria for obtaining various awards can be provided upon request.
Photos of Safe Harbor Asset Management, Inc.
167 E Main St, Huntington, NY 11743, United States
Opening hours of Safe Harbor Asset Management, Inc.
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Safe Harbor Asset Management, Inc.
"We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management."
"I have been a client of Safe Harbor Asset Management for 20 years. I appreciate the guidance of my RIA, Steve Davis, who is always cheerfully available to answer my sometimes naive questions. He has a way of explaining my finances so I actually understand. I trust him completely and my investment portfolio has done very well even in bad market times. I'm in good hands. Mary Spitzer, 1031 Exchange and Managed Portfolio Client"
"“I am a client of Safe Harbor Asset Management. I appreciate the guidance of my RIA, Steve Davis. My investment portfolio is in good hands.” -Phyllis Lubarsky, 1031 Exchange and Managed Portfolio Client"
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