Our Investment Process

The Ward Halleron Group provides clients with a formalized investment process in constructing a coherent wealth management strategy.  Our focus is seeking long term success of your financial goals while prudently managing your investment portfolio.

Harbor Investment Advisory, LLC, is a firm with years of experience in managing assets for wealthy individuals, families and institutions.  Together, the Ward Halleron Group and Harbor Investment Advisory, LLC provide sound investment strategies that meet the needs of today's sophisticated client.  We use quantitative and qualitative assessments to help formulate strategies that take into account a client's risk tolerance while seeking to provide consistent after-tax returns over time. Additionally, we assist families with their philanthropic planning and distributions.

Thoughtful asset allocation and portfolio management require an understanding of your needs as well as consideration of the current economic and market climates.   We work with our clients to identify the most appropriate asset allocation to achieve their investment objectives   We know that there is no “generic” solution when it comes to your family and your wealth.   Through our relationship with Pershing, LLC and BNY Mellon, our clients also have access to private lending and specialized lending solutions not readily available through other wealth management firms.

We adhere to a “best in class' philosophy, evaluating a global landscape of information and investment opportunities.  In constructing portfolios, we perform due diligence on a variety of offerings such as direct investments, individual securities, professional money managers, index funds, and alternative investments.  Our in-depth analysis yields a customized portfolio tailored to your stated objectives.

Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).  Pershing and Harbor Investment Advisory, LLC are separate, unaffiliated companies that are not responsible for each other's services or policies.