visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Safeharbor Asset Management

    Get Full Access

    Description

    • At Safe Harbor Asset Management, we believe uncertain times require a more personalized, evolving approach towards managing family wealth. Our clients potentially grow their assets with our services, while safeguarding their capital from a volatile market. Often referred to as downside capture, we strive to minimize the effect of extreme market declines by focusing on the negative correlation component of portfolio composition.A fee-based Registered Investment Advisory Firm, Safe Harbor Asset Management (SAM), serves individuals & families of high-net worth. SAM offers Wealth Management services guided by the principles of Nobel Prize winning, Modern Portfolio Theory. Performance has been deemed compliant as verified by Absolute Verification Services, in adhering to the Global Investment Performance Standards (GIPS) as established by the CFA Institute. *Historical Performance is no assurance of future success*
    • location

      Headquarters:167 East Main Street , Huntington, New York, United States

      More
    • Safeharbor Asset Management phone

      Phone Number: +1 631-421-4341

    • Safeharbor Asset Management website

      Website: https://www.investsafeharbor.com

    • Safeharbor Asset Management employees

      Employees:6

    • Safeharbor Asset Management revenue

      Revenue:$1 - 10M

    • Safeharbor Asset Management legal name

      Legal Name:Safeharbor Asset Management

    • Safeharbor Asset Management's Social Media

      Safeharbor Asset Management linkedin Safeharbor Asset Management twitter
    • done Is this data correct?

    • |  NAICS Code: 561499  |

      Show More
    Person level website identification

    CEO for Safeharbor Asset Management

    Stephen Davis

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Tanya Davis

    Dst Manager

    Frequently Asked Questions regarding Safeharbor Asset Management

    • Where are Safeharbor Asset Management's Headquarters?

      Safeharbor Asset Management's Headquarters are in 167 East Main Street ,Huntington,New York,United States

    • What is Safeharbor Asset Management's phone number?

      Safeharbor Asset Management's phone number is +1 631-421-4341

    • What is Safeharbor Asset Management's official website?

      Safeharbor Asset Management's official website is https://www.investsafeharbor.com

    • What is Safeharbor Asset Management's Revenue?

      Safeharbor Asset Management's revenue is $1 - 10M

    • What is Safeharbor Asset Management's NAICS code?

      Safeharbor Asset Management's NAICS code is 561499

    • How many employees are working in Safeharbor Asset Management

      Safeharbor Asset Management has 6 employees

    • What is Safeharbor Asset Management's Industry?

      Safeharbor Asset Management is in the industry of Financial Services

    • Who is Safeharbor Asset Management's CEO?

      Safeharbor Asset Management's CEO is Stephen Davis

    Company Directory