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Our Difference

Our commitment to help our clients improve their lives is our key differentiator.

As a key point of differentiation, we are committed to helping our clients to improve their lives. To fulfill that commitment, we must earn our clients’ trust, which is earned only through reliability and performance. So we make these attributes the hallmarks of our service.

Performance

Performance

Past performance is no guarantee of future results, but we are able to add alpha to our clients’ accounts because of our approach to active investment management. Because Marti executes investments directly, Harbor Asset avoids a layer of fees that erode performance results.

Reliability

Reliability

Because we see and treat our clients as people, not numbers, we are able to deliver genuine care and attention. It’s a personal touch we’re very proud of. Clients can rely on us to be responsive – and they will never be surprised by how proactive our service is.

Relationship

Relationship

We extend our high level of service to a client’s entire family because we’re fully aware of the impact that family dynamics has on financial decisions. We listen carefully to learn about the needs and goals of each individual, and bring those objectives into our holistic understanding of the client’s situation.

Background

Background

Because Marti Marache started her career as a trader, she has an unusual advantage for an advisor: knowing how to keep her clients’ best interests as a priority, adding value and cutting costs during portfolio construction as well as investment execution. With this experience, Marti is able to think outside the box for her clients.

Independence

Independence

Without the interference of a corporate owner, Harbor Asset is able to work with a full range of third-party partners, including specialized boutiques and global institutions, to source differentiated investment solutions.

Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.

Source: Forbes.com (April 2021) Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Forbes.com (February 2021) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.