Welcome to Winter Harbor Advisors

Winter Harbor Advisors, a registered investment advisor based in Salt Lake City, provides comprehensive investment management and associated financial advice for individual and institutional clients committed to establishing a strong financial foundation and building wealth over time. Our approach is based on our firm belief that intelligent financial decisions coupled with the consistent application of a sound investment philosophy are critical to achieving individual and institutional objectives and sustainable financial security.

Our investment philosophy has been developed and refined since 1995 through the management of the investment portfolio of our parent corporation, Getz & Associates, Incorporated. Applying this value-oriented investment philosophy, we work to maximize each client's investment performance by seeking long-term capital appreciation rather than endlessly pursuing short-term gains.

Winter Harbor Advisors accepts clients who are committed to long-term objectives and understand the benefits of assuming, and maintaining, a long-term investment perspective. Our clients are specifically focused on building a sustainable financial future through a commitment to intelligent financial management and a common-sense approach to investing. In order to achieve our objectives, we are highly selective of our clients, advising only those individuals, families, and institutions who share our long-term investment commitment and strong belief in the merits of fundamental securities analysis.

Thank you for visiting and we look forward to the possibility of you joining us as a client. If you have any questions about our firm or our services, please feel free to contact us.