Harbour Trust

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website harbourtrust.com
Client types

Overview

Harbour Trust & Investment Management Company is an independent fiduciary firm providing investment management, trust services, and comprehensive wealth advisory solutions. Founded in 1997, the firm serves individuals, families, and trusts with a focus on long-term financial stewardship, capital preservation, and goal-based planning. The firm emphasizes personalized client relationships and operates without proprietary investment products, aligning its advice with client interests.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Harbour Trust

Platform Details

Investment Preferences

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