How New Harbor Portfolios work:
- Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
- Get a diversified portfolio of ETFs that meet social, environmental and corporate governance requirements chosen by experts.
- We monitor your portfolio daily and automatically rebalance it as needed.
- In addition, you'll receive access to unlimited, on demand professional financial guidance from a CERTIFIED FINANCIAL PLANNER™ and access to our interactive online financial planning tools to assist you throughout your financial journey.
What is included with New Harbor Portfolios?
| Personalized investment portfolios that meet our standards for Environment, Social & Corporate Governance (ESG): three central factors in measuring the sustainability and societal impact | ✓ |
| Technology that automatically monitors your portfolio and re-balances as needed | ✓ |
| No trade commissions | ✓ |
| Automatic tax loss harvesting | ✓ |
| Access to interactive online planning tools | ✓ |
| A digital financial plan that provides a customized road map for reaching your goals. | ✓ |
| Unlimited on demand access to professional financial guidance from a CERTIFIED FINANCIAL PLANNER™ & concierge client services | ✓ |
| Annual cost (percent of assets under management) | 0.50% |
| * We do not charge a fee for managing emergency fund/cash accounts * Minimum balances include 401k rollovers and account transfers in * Annual cost does not include underlying expenses that exist within funds in your portfolio. *$120 minimum per account/year |
To discuss a plan for transitioning any existing accounts, please schedule a visit.