Peter Marx's Contact Details

Peter Marx's Company Details

Safe Harbor Asset Management

Huntington, NY, US • 5 - 9 Employees
Financial Services

At Safe Harbor Asset Management, we believe uncertain times require a more personalized, evolving approach towards managing family wealth. Our clients potentially grow their assets with our services, while safeguarding their capital from a volatile market. Often referred to as downside capture, we strive to minimize the effect of extreme market declines by focusing on the negative correlation component of portfolio composition.A fee-based Registered Investment Advisory Firm, Safe Harbor Asset Management (SAM), serves individuals & families of high-net worth. SAM offers wealth management services guided by the principles of Nobel Prize winning, Modern Portfolio Theory. Performance has been deemed compliant as verified by Absolute Verification Services, in adhering to the Global Investment Performance Standards (GIPS) as established by the CFA Institute. *Historical Performance is no assurance of future success*Safe Harbor Asset Management, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Safe Harbor Asset Management, Inc. unless a client service agreement is in place.