Safe Harbor Asset Management, Inc.

Emanuel De Freitas is a CFP® professional with four years of experience at Safe Harbor Asset Management, Inc. He has been involved with DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets (ERBs) and offers services such as retirement plan consulting, standalone financial planning, and 1031 exchange consulting.

Alexander Steinberg is a financial advisor with Safe Harbor Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at several firms including Great Point Capital, LLC, Magna, and Axiom Capital Management, Inc. Outside of his advisory role, Steinberg is the owner and managing broker of Proper Foundations, LLC, a real estate brokerage. Safe Harbor Asset Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets, emphasizing capital preservation and utilizing a range of investment vehicles across ETFs, mutual funds, private debt, and specialized funds.

Stephen Davis is a financial advisor at Safe Harbor Asset Management, Inc. in Huntington, NY, with 39 years of industry experience. He holds a Series 63 designation and has been with Safe Harbor Asset Management since 1995. In addition to his advisory role, he conducts business in life and annuity insurance. Safe Harbor Asset Management provides discretionary portfolio management and financial planning services to a select group of individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets, emphasizing capital preservation through diversified portfolios that include ETFs, mutual funds, private debt, and specialized funds.