A personalized approach to investing based on your goals and risk tolerance
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. No two clients are alike, so our investment strategies are designed based on each individual’s investment goals.
We also partner with Gradient Investments, LLC (GI), a fee-only investment manager that provides unique portfolio strategies and actively manages risk to provide a personalized investment solution. Gradient Investments is an SEC registered investment advisor firm offing clients over 20 proprietary portfolios. The portfolios are managed by their president Michael Binger, CFA and a team of portfolio managers.
GI portfolios invest in stocks, bonds, and exchange traded funds (ETFs) utilizing separately managed accounts. Together with GI, we address your investment challenges through a proprietary 3-Axis Control System which actively manages Risk Exposure, Investment Strategy, and Investment Performance.
Whether your investment goal is preserving principal, maximizing income or capital appreciation, Gradient Investments’ portfolio offerings and Safe Harbor work to provide a customized solution designed to help you achieve your long-term investment goals.
Schedule a Complimentary Meeting
Let our team work to manage your investments and deliver results for you. Contact us here or call at 614-760-0670 to get started.
Endorsement Disclosure:
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
Testimonial Disclosure:
Endorsing investment advisor is also a client of Gradient Investments, LLC
Managed Services
What are managed investment services?
At Safe Harbor, we take the complexity out of investing. Through our partnership with Gradient Investments, our managed investment services provide professional oversight for your portfolio, allowing you to focus on what matters most.
Why Choose Managed Investment Services?
- Professional Oversight: Let experienced professionals select, monitor, and adjust your investments.
- Tailored Strategies: Your portfolio is customized to align with your financial goals and risk tolerance.
- Time-Saving Approach: Spend less time managing investments and more time enjoying life.
- Peace of Mind: Rest assured knowing your portfolio is in capable hands.
With a hands-on approach to rebalancing and performance monitoring, we ensure your investments stay on track to meet your financial objectives.
Who are managed investment services suitable for?
Managed investment services are a perfect fit for:
- Busy Professionals: Individuals who value a personalized investment strategy but lack the time to manage their portfolio.
- Beginner Investors: Those with limited knowledge of investing who want guidance from seasoned professionals.
- Retirees: People preparing for or currently enjoying retirement, seeking to protect and grow their wealth.
- Goal-Oriented Individuals: Anyone saving for major life milestones, such as a home purchase, education, or a dream vacation.
- Peace-of-Mind Seekers: Investors who want steady portfolio growth without the stress of day-to-day decision-making.
Whether you’re planning for the future or looking for professional guidance to navigate the complexities of investing, managed investment services can help you achieve your goals with confidence.
What information do I need to provide to start?
To get started, you’ll need to provide basic personal information, your financial goals, investment objectives, risk tolerance, and details about your existing assets. If applicable, having your tax documents or retirement account statements handy can help. Start with our free Risk Tolerance assessment and then schedule a complementary review of your investment goals.
Can I transfer an existing portfolio to your management?
Absolutely! Transferring your existing portfolio to our management is simple and hassle-free. Here’s how it works:
- Seamless Transition: We’ll guide you through transferring your assets from your current brokerage or custodian to one of our trusted custodians.
- Portfolio Review: Our team will carefully review your existing investments to assess how well they align with your financial goals and risk tolerance.
- Optimization: Based on our analysis, we may recommend adjustments to optimize your portfolio for growth, income, or other priorities.
- Logistics Management: We’ll handle all the details, ensuring a smooth and efficient transition with minimal impact on your investments.
Our goal is to make the process as easy as possible, so you can focus on what matters while we work to maximize your portfolio’s potential.
How will I know how my investments are performing?
We prioritize transparency and accessibility, giving you the tools and insights to stay informed:
- 24/7 Secure Online Access: Monitor your portfolio anytime through our user-friendly portal. View performance updates, account balances, and transaction history at your convenience.
- Monthly Statements: Receive concise monthly statements that provide a snapshot of your account activity and performance.
- Quarterly Reports: Get comprehensive, detailed reports every quarter, summarizing your portfolio’s progress and key metrics.
- Regular Check-Ins: Stay on track with scheduled meetings to review your performance, discuss adjustments, and ensure your investments align with your evolving goals.
With these resources, you’ll always have a clear understanding of your portfolio’s performance and the confidence to achieve your financial goals.
How do you manage investment risk?
Managing risk is a core part of our investment strategy. Here’s how we do it:
- Diversification: We minimize risk by spreading investments across a variety of asset classes, industries, and geographic regions, reducing the impact of market fluctuations.
- Customized Risk Alignment: Your portfolio is carefully tailored to match your unique risk tolerance, ensuring you’re comfortable with the level of risk involved.
- Regular Rebalancing: We routinely review and adjust your portfolio to keep it aligned with your long-term goals and strategy, adapting to changing market conditions when necessary.
Our proactive approach ensures that your investments remain balanced, optimized, and resilient to market volatility.
Can I make changes to my portfolio?
Absolutely! You can request changes to your portfolio at any time. While our advisors proactively manage your investments to align with your financial goals and risk tolerance, we recognize that your circumstances or preferences may evolve.
- Collaborative Adjustments: Simply reach out to your advisor to discuss any updates or changes you’d like to make.
- Flexible Approach: We’re committed to providing flexibility while maintaining a strategy that supports your long-term objectives.
- Your Input Matters: Your feedback and preferences are always valued, ensuring that your portfolio reflects both your current needs and future goals.
We’re here to work with you every step of the way, adapting your investment strategy as life changes.
What sets your managed investment services apart?
Our personalized approach, experienced advisors, and use of cutting-edge technology ensure your investments are managed with care. We focus on building long-term relationships and providing unparalleled transparency and communication.
How do I sign up for managed investment services?
Getting started is simple! First, schedule an initial consultation where we’ll discuss your financial goals, risk tolerance, and current investments. After this, we’ll create a tailored investment strategy for you and set up your account.