Introducing Harbor Point Capital Management: Your Partner in Wealth Management Journey
Harbor Point Capital Management, based in Woburn, Massachusetts, is an investment management firm that specializes in creating customized wealth management solutions for its clients. With a thoughtful and unhurried approach to portfolio construction, the company aims to provide clients with a wide range of services, including wealth structuring, credit and banking strategies, as well as investment management.
Investment Philosophy and Portfolio Construction
At the core of Harbor Point Capital Management's approach is a deep understanding of each client's unique risk and return attributes. This understanding allows the company to create targeted asset allocation guidelines that are carefully tailored to meet the individual financial needs of each client. The portfolio construction process is designed to be transparent and accessible, with clients provided a perpetual online view of all activity and performances in their accounts.
Wealth Structuring and Planning
Harbor Point Capital Management believes that wealth planning is about more than retirement or wealth transfer. The company works closely with clients to help them achieve their objectives, whether that involves making philanthropic efforts more effective, shaping a lasting legacy, or transferring wealth in a strategic manner. This process involves gaining a thorough understanding of each client's situation and objectives, and then providing thoughtful recommendations and close coordination with any other personal advisors.
Credit and Banking Solutions
Recognizing that comprehensive wealth management involves considering a client's entire personal balance sheet, Harbor Point Capital Management offers tailored credit and banking strategies designed to meet each client's debt structuring requirements. The company provides mortgages and portfolio lines of credit ranging from $250,000 to $30 million, ensuring that clients have access to the liquidity they need to achieve their financial goals.
A Partnership Built on Trust
Harbor Point Capital Management is committed to providing clients with a strong sense of security and peace of mind. The company partners with Charles Schwab Company, which serves as the institutional custodian of clients' assets, ensuring that these assets are held and protected with the utmost care and professionalism.
Located at 400 Trade Center Suite 5900 in Woburn, Massachusetts, Harbor Point Capital Management is ideally positioned to serve clients in the greater Boston area and beyond. For further information about the company and its services, visit their website at http://www.harborpcm.com.
In summary, Harbor Point Capital Management is a dedicated and experienced investment management firm that focuses on providing customized wealth management solutions to its clients. With a comprehensive suite of services, including portfolio construction, wealth structuring, and credit and banking strategies, the company is well-equipped to help clients navigate the complexities of wealth management and achieve their financial objectives.