Harbor Ithaka Wm
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- Harbor Ithaka WM is a research-centered investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global market risks. We believe that rather than conflicting, capital preservation and growth of wealth are interdependent goals that rely on the proper management of investment risk.From our wealth consulting and portfolio monitoring services to our investment portfolio strategies and the particular methodology used in our global market research work, together our services comprise a toolset designed to support the management of complex estates.We are committed to the values of Stewardship: We seek to combine extraordinary levels of cost transparency, intellectual rigor, and integrity as distinctive features of our work. Not only are we passionate about financial markets and investment management but deeply appreciate our work with clients. It is our hope and part of our mission that we can eventually help shift the current way of thinking and doing wealth management.Firm Divisions:- Asset Management: Manages liquidity and low beta portfolios and currently creating an Alternative Investment platform for its family office clients.- Portfolio Analytics and Risk Monitoring: Our service helps investors better understand and monitor risks throughout their entire investment portfolios and consults wth clients on Asset Allocation.- Global Capital Markets Research: Offers family offices and multi-family shops a research framework solution that seeks to better structure their internal investment processes. It's not about how much research you have, nor how reputable the source; You need to understand how to frame and apply it properly.
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Headquarters:4040 Northeast 2nd Avenue , Miami, Florida, United States
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Phone Number: +1 305-755-7600
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Website: https://www.hbr-itk.com
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Employees:11
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Revenue:$10 - 50M
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Legal Name:Harbor Ithaka Wm
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Harbor Ithaka Wm's Social Media
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| NAICS Code: 999990 |
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Frequently Asked Questions regarding Harbor Ithaka Wm
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Where are Harbor Ithaka Wm's Headquarters?
Harbor Ithaka Wm's Headquarters are in 4040 Northeast 2nd Avenue ,Miami,Florida,United States
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What is Harbor Ithaka Wm's phone number?
Harbor Ithaka Wm's phone number is +1 305-755-7600
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What is Harbor Ithaka Wm's official website?
Harbor Ithaka Wm's official website is https://www.hbr-itk.com
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What is Harbor Ithaka Wm's Revenue?
Harbor Ithaka Wm's revenue is $10 - 50M
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What is Harbor Ithaka Wm's NAICS code?
Harbor Ithaka Wm's NAICS code is 999990
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How many employees are working in Harbor Ithaka Wm
Harbor Ithaka Wm has 11 employees
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What is Harbor Ithaka Wm's Industry?
Harbor Ithaka Wm is in the industry of Investment Management
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Who is Harbor Ithaka Wm's Portfolio And Risk Analytics Director?
Harbor Ithaka Wm's Portfolio And Risk Analytics Director is Carlos Machado