Many of the wealthiest people or largest endowments hire a small team to manage their investments in a way that is proprietary and customized to their specific goals.

Blakely Harbor Advisors provides that same customized investment approach that the very wealthy are able to obtain – fitting the investments to meet the individual, not fitting the individual to an organizational product line and investment thesis.

We spend time to thoroughly understand each client’s individual investment objectives and risk tolerance. We also work closely with each client when developing a portfolio to ensure it reflects that client’s outlook and investment guidelines. We work closely with the client on an on-going basis, to ensure the portfolio continues to reflect the client’s goals, objectives, and values.

As the markets change and evolve, we are always looking at investment opportunities with a fresh eye. Our clients’ viewpoint evolves as well, and we are ready to respond to whatever needs arise.