Harbor Investment Advisory:
A Full-Service Financial Advisory Firm

Recently Released!!!
Date Published: May 2013
Comprehensive Power Point Deck: 20 Slides
Summary Power Point Deck: 12 Slides

Harbor Investment Advisory was founded by Betsy Brennen, Robert Black, & Stephen Kelly in 2009 and is based in Baltimore, MD. The firm has twelve employees, 265 accounts, & $301 million assets under management. Harbor Investment Advisory is led by its Managing Directors Betsy Brennen, Robert Black, & Stephen Kelly. Harbor Investment Advisory's web site can be found at www.harborinvestmentadvisory.com.

Harbor Investment Advisory's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, accounts, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.
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