Marble Harbor

EST. AUM
$1,320,179,700

CONTACTS
3

CLIENT ACCOUNTS
543

Firm Details

Metro area Boston
CRD Number 138538
Website marbleharboric.com
Client types

Overview

Since the early 1990s, the investment management field has grown in size and complexity, often prioritizing its own goals over those of its clients. As an independent, partner-owned company, Marble Harbor is able to dedicate itself exclusively to its mission of offering a customized solution for each client based on proprietary research, without the hindrance of competing interests often found at larger organizations. Its team of experienced professionals, which shares nearly 20 years of working together, was formed with the defining purpose of focusing squarely on those it serves—individuals, families, endowments, and foundations. Marble Harbor tailors each portfolio to meet the client's unique needs, objectives, and risk tolerance. Its interests are aligned with those of its clients, many of whom the company has worked with for as long as 25 years. At Marble Harbor, the company believes that no one should come between the client and their investment decision maker.

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

Marble Harbor

Platform Details

Investment Preferences

Alternative Activity

Address

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