About the Firm

Winter Harbor Advisors was organized to bridge the gap between investment management and financial planning by providing a comprehensive approach which strives to seamlessly integrate client financial objectives with client investment portfolios. Through this coordination, we believe we can add materially to the overall financial performance of our clients, assisting them in achieving their long-term objectives. Although focused on investment management, financial advice associated with investment management is an important element of our investment services.

Individuals and Families

Individuals and families have complex investment management and financial advisory requirements. In addition to comprehensive investment management, to meet these requirements, the financial advice we provide includes such key planning areas as:

Depending on the specific circumstances of a client, we also assist individual and family clients in thinking through debt issues, tax considerations, and other financial decisions.

Institutions

By coordinating organizational objectives with the composition of an organization's investment portfolio, Winter Harbor Advisors allows institutional clients maintain a strong financial foundation. Prior to executing any investment decisions, Winter Harbor's advisory team assists the organization's leaders in clearly identifying organizational purpose and organizational objectives and provides insight on how these can benefit from our investment philosophy. Based on this analysis, Winter Harbor develops and manages a portfolio which reflects the organization's objectives, ranging from income-oriented portfolios to support current organizational expenditures to appreciation-oriented portfolios focused on securing a lasting financial foundation for many years - and decades - into the future. As founders, directors, and managers of both for-profit and non-profit organizations, Winter Harbor's advisory team is uniquely positioned to address each institutional client's individual needs.

Winter Harbor Advisors is a fee-based investment advisor utilizing a percentage-of-assets model. As a result, we do not receive any compensation whatsoever from any third-party source, ensuring our focus on the financial interests of our clients. For additional information about our business and our fees, you may request a copy of our Form ADV Part II, which we will gladly forward upon receipt of any such request in writing.

Winter Harbor Advisors, L.L.C., was organized as a Utah limited liability company in January of 2006 and become a state registered investment advisor (RIA) in July of 2006. Winter Harbor Advisors is a wholly owned subsidiary of Getz & Associates, Incorporated.