Our independence gives us the opportunity to offer a wide range of investment and insurance products. This gives you the freedom and flexibility to develop the business structure that works best for you and your clients. In addition, our knowledgeable and experienced back-office staff will give you the support needed to process business with ease.
At Harbour, you have the ability to conduct your fee-based business under Harbour’s corporate RIA or your own RIA. You can utilize platforms including Separately Managed Accounts (SMA), Mutual Fund / ETF Wrap, Advisor Directed, Unified Managed Accounts (UMAX), Third Party Money Management and more!
But I am once again excited to get up and go to work in the morning. Now I run my business the way I see best fit for me and my clients with no pressure to push certain products. Everyone in the home office knows who I am and cares about helping me succeed.
I've been in the business for 13 years and am only 36 years old and it's very comforting to know that this will be the last career move I make. I feel like I've found a home with Harbour.
The day of my resignation, I had a family emergency and had to leave town. With the help of their transition team, I was still up and running faster than if I had done it myself. After it was complete, I had only wished I would have done it 10 years ago. Weekly commissions and literally being called my first name are only a few reasons why I consider myself at home.