Marc Winkler's Contact Details

Marc Winkler's Company Details

Harbor Ithaka

, Florida, United States • 1 - 10 Employees
Investment Management

Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global market risks. We believe that rather than conflicting, capital preservation and growth of wealth are interdependent goals that rely on the proper management of investment risk.From our wealth consulting and portfolio monitoring services to our investment portfolio strategies and the particular methodology used in our global market research work, together our services comprise a toolset designed to support the management of complex estates.We are committed to the values of "Stewardship:" We seek to combine extraordinary levels of cost transparency, intellectual rigor, and integrity as distinctive features of our work. Not only are we passionate about financial markets and investment management but deeply appreciate our work with clients. It is our hope and part of our mission that we can eventually help shift the current way of thinking and doing wealth management.Firm Divisions:- Asset Management: Manages "enhanced liquidity" and short duration portfolios as well as an "Alternative Investment" platform for its institutional, private, family and multi-family office clients.- Portfolio Analytics and Risk Monitoring: Our service helps investors better understand and monitor risks throughout their entire investment portfolios and consults with clients on Asset and Risk Allocation.- Global Capital Markets Research: Offers multi and single family offices a "research framework solution" that seeks to better structure their internal investment processes" "It's not about how much research you have, nor how reputable the source; You need to understand how to frame and apply it properly."- Fixed income and portfolio Construction support desks: Assists Foreign Financial Institutions and independent advisory firms with fundamental fixed income research, and investment portfolio construction and management.