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New Harbor Portfolios: Invest with Intention. Make a Positive Impact.
Minimum Balance$5,000
Personalized investment portfolios that meet our standards for Environment, Social & Corporate Governance (ESG): three central factors in measuring the sustainability and societal impact
Technology that automatically monitors your portfolio and re-balances as needed 
No trade commissions
Automatic tax loss harvesting 
Access to interactive online planning tools 
A digital financial plan that provides a customized road map for reaching your goals. 
Unlimited on demand access to professional financial guidance & concierge client services
Annual cost (percent of assets under management)0.50%
* We do not charge a fee for managing emergency fund/cash accounts
* Minimum balances include 401k rollovers and account transfers in
* Annual cost does not include underlying expenses that exist within funds in your portfolio. *$120 minimum/year.


How it works:

  1. Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
  2. Get a diversified portfolio of ETFs that meet social, environmental and corporate governance requirements chosen by experts.
  3. Then, we monitor your portfolio daily and automatically rebalance it as needed.
  4. In addition, you'll receive access to unlimited, on demand professional financial guidance and access to our interactive online financial planning tools to assist you throughout your financial journey.
Read More About New Harbor Portfolios  

Get Started

To discuss a plan for transitioning any existing accounts, please schedule a virtual visit below.