Global Wealth Harbor

Global Wealth Harbor is a small, independent registered investment adviser that serves primarily individual clients (including some high‑net‑worth individuals) and a limited number of business entities, with one advisor managing roughly $5.17 million across 19 client relationships. The firm offers ongoing discretionary portfolio management and both project‑based and subscription financial planning, typically using asset‑based billing and, for certain qualified clients, accepting performance‑based compensation.

The firm creates a written Investment Policy Statement for each client and generally seeks discretionary authority to implement long‑term trading strategies tailored to clients’ goals, risk tolerances and time horizons. Its investment process employs a mix of charting, cyclical, fundamental, modern portfolio theory and quantitative analysis, and it uses a broad set of instruments—mutual funds, ETFs, fixed income, REITs, annuities, non‑U.S. securities, private placements and venture capital—when appropriate.

Compared with peers, Global Wealth Harbor is notable for maintaining a meaningful non‑U.S. client base and for routinely incorporating non‑U.S. securities and private investment vehicles into client portfolios, features that are uncommon for firms of its size. The firm also produces client‑facing periodicals and newsletters as part of its ongoing planning resources and discloses policies to manage conflicts arising from its use of performance‑based fees.