Risk-Managed Investing

Your assets should be a source of security, not anxiety.

You can’t manage risk by ignoring reality. We see unsustainable public and private debt levels, declining supplies of natural resources, governments and central banks creating new money at record paces, all as major economic risks. This financial fragility is amplified by environmental stresses, pandemics and natural disasters of massive consequence.

We believe these factors will drive volatility for the foreseeable future. Fortunately, when you base an investment strategy on real data and rational analysis of both the current dynamics and instructive historical cases, it’s possible to chart a risk-managed investment course to protect assets and pursue reasonable long-term growth.

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  • Risk-Managed Investing

    Your assets should be a source of security, not anxiety.

    woman in home sitting on sofa reading book

You can’t manage risk by ignoring reality. We see unsustainable public and private debt levels, declining supplies of natural resources, governments and central banks creating new money at record paces, all as major economic risks. This financial fragility is amplified by environmental stresses, pandemics and natural disasters of massive consequence.

We believe these factors will drive volatility for the foreseeable future. Fortunately, when you base an investment strategy on real data and rational analysis of both the current dynamics and instructive historical cases, it’s possible to chart a risk-managed investment course to protect assets and pursue reasonable long-term growth.

Contact Us
Financial advisor shaking hands with senior man in living room

Our approach to investing is hands-on.

Everything we do begins with you. We work with individuals, families and institutions and take the time to get to know each client personally. Often, our first meeting is a wide-ranging discussion, so clients understand our world-view and we surface the information we need to understand their lives, their goals and to manage their investments to meet their specific objectives.

Then, we manage nearly every portfolio ourselves, unlike many other advisors who use a “model portfolio” for their clients, run by outside money managers. We do not use a cookie-cutter approach, nor do we outsource investment management. We take a hands-on, active approach, where risk management overrides hype and challenges the conventional wisdom.

Businessman analyzing financial report data

Disciplined investing in dynamic markets.

We diversify opportunistically among equities, precious metals, base commodities, currencies, fixed income, and cash holdings as risks and opportunities for each asset class dictate. We use individual securities, exchange-traded funds (ETFs), a few closed-end or open-end mutual funds, and FDIC insured cash accounts, and we place utmost importance on liquidity and flexibility when choosing appropriate investment vehicles for our client accounts.

Executing our strategy takes experience and vigilance. We have spent our careers refining and implementing the disciplined, rules-based approach that forms the foundation for our risk-managed portfolios.

Learn About Our Philosophy
Learn About Our Investment Process
Financial advisor shaking hands with senior man in living room

Our approach to investing is hands-on.

Everything we do begins with you. We work with individuals, families and institutions and take the time to get to know each client personally. Often, our first meeting is a wide-ranging discussion, so clients understand our world-view and we surface the information we need to understand their lives, their goals and to manage their investments to meet their specific objectives.

Then, we manage nearly every portfolio ourselves, unlike many other advisors who use a “model portfolio” for their clients, run by outside money managers. We do not use a cookie-cutter approach, nor do we outsource investment management. We take a hands-on, active approach, where risk management overrides hype and challenges the conventional wisdom.

Our Philosophy

Businessman analyzing financial report data

Disciplined investing in dynamic markets.

We diversify opportunistically among equities, precious metals, base commodities, currencies, fixed income, and cash holdings as risks and opportunities for each asset class dictate. We use individual securities, exchange-traded funds (ETFs), a few closed-end or open-end mutual funds, and FDIC insured cash accounts, and we place utmost importance on liquidity and flexibility when choosing appropriate investment vehicles for our client accounts.

Executing our strategy takes experience and vigilance. We have spent our careers refining and implementing the disciplined, rules-based approach that forms the foundation for our risk-managed portfolios.

Investment Process

Transparency is essential.

With New Harbor as your financial partner, you’ll have a secure client login site to review your account information at any time. Our independent custodian will send you monthly transactions and holdings reports. We’ll have portfolio reviews to go over your account in detail. We’ll tell you exactly what we did, and exactly why we did it. Our team of professionals is always available to answer your questions—about your assets, the financial markets and current economic conditions, and how they affect your financial goals.

We will work hard to earn and keep your business. If you ever feel you’re not getting sufficient value, you’ll be free to end our relationship at any time, without any penalties or constraints.

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New Harbor Financial Group, LLC

146 Main Street, Suite 302
Worcester, MA 01608
Toll Free: 800.930.NHFG (x6434)
978.537.7701
978.537.7702 (fax)
info@newharborfinancial.com

About Us

Founded in 2005, New Harbor Financial Group is a privately owned investment advisory firm that provides risk-managed investing and financial guidance to individuals, families and institutions.

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Financial Guidance

New Harbor Financial Group offers fee-based asset management services to individuals, families and institutions and we advocate a disciplined investment strategy.

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Risk-Managed Investing

New Harbor Financial Group’s team of CERTIFIED FINANCIAL PLANNER™ professionals provides individuals, families, and institutions with access to a full range of financial planning and guidance services.

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Service In All 50 States

New Harbor Financial Group has the ability to work in all 50 states.  New Harbor Financial Group files the appropriate documents in each state as necessary.