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Harbor Ithaka WM | Sound Investment Management Solutions for Private and Institutional Investors in Miami Serving Latam Clients

Drive is the manifestation of purpose. It sustains clarity and supports the integrity of vision. It nourishes the kind of strength that excellence demands. We believe that managing wealth is among the noblest of endeavors: In truth, clients invest their trust. One must correspond such confidence with the highest level of integrity: Protect the result of decades of toil, experience, ingenuity; Support and facilitate its future growth. These are the mandates. No space for excuses. July 21st, 2015. The succ...

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Harbor Ithaka WM | Sound Investment Management Solutions for Private and Institutional Investors in Miami Serving Latam Clients | hbr-itk.com Reviews

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Drive is the manifestation of purpose. It sustains clarity and supports the integrity of vision. It nourishes the kind of strength that excellence demands. We believe that managing wealth is among the noblest of endeavors: In truth, clients invest their trust. One must correspond such confidence with the highest level of integrity: Protect the result of decades of toil, experience, ingenuity; Support and facilitate its future growth. These are the mandates. No space for excuses. July 21st, 2015. The succ...

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Harbor Ithaka WM | Sound Investment Management Solutions for Private and Institutional Investors in Miami Serving Latam Clients | hbr-itk.com Reviews

https://hbr-itk.com

Drive is the manifestation of purpose. It sustains clarity and supports the integrity of vision. It nourishes the kind of strength that excellence demands. We believe that managing wealth is among the noblest of endeavors: In truth, clients invest their trust. One must correspond such confidence with the highest level of integrity: Protect the result of decades of toil, experience, ingenuity; Support and facilitate its future growth. These are the mandates. No space for excuses. July 21st, 2015. The succ...

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hbr-itk.com

1

Know What You Pay; Pay for What You Get | Harbor Ithaka WM

http://www.hbr-itk.com/drive/know-what-you-pay-pay-for-what-you-get

Know What You Pay; Pay for What You Get. This is how it should be. But clearly it is not: Clients pay when markets go up and when they go down: They pay when their investments underperform the benchmarks and risk-adjusted metrics. And they pay mostly without knowing how these add up. Investor clients should realize that costs deduct from their returns, yet they do not lower the risks they are taking. Buyers beware of the incentives structures they are exposed.

2

“Conservative” Is Not So Conservative Anymore | Harbor Ithaka WM

http://www.hbr-itk.com/rigor/conservative-is-not-so-conservative-anymore

Conservative Is Not So Conservative Anymore. The dot.com crash and 2008/09 crises proved traditional diversification a failure. It took over 6 years for equity indexes to recoup the 2008/09 losses; Now there’s talk of expensive valuations across asset classes, all driven by the same factor: experimental monetary policies. Indeed: what used to be deemed a conservative portfolio is hardly prudent anymore. How much do clients and their advisors know? To receive the rest of this article when it is published.

3

What Clients Want | Harbor Ithaka WM

http://www.hbr-itk.com/clarity/what-clients-want

What a client wants is not always what the client needs: Is there a line between “servicing” and “coaching? 8221; How do we define and cross the knowledge asymmetry-divide in an industry in which what an advisor/ broker/ firm rep. is incentivized to do is not exactly what the client needs. In sum, how does the investor-client judge “quality.” Does he trust too much? We apologize: This article is still waiting for complete release by our compliance advisors.

4

Meet the team | Harbor Ithaka WM

http://www.hbr-itk.com/meet-the-team

Rafael A. Alcantara-Lansberg. Julio C. Canas. Miguel is the firms’ credit analyst and really has a knack for understanding corporate balance sheets and valuation fundamentals. He co-chairs the investment committee and is in charge of supervising the firm’s investment process discipline. He also collaborates with the macro team seeking to validate trends against balance sheet dynamics. Carlos A. Machado. Javier A. Loreto.

5

The Transformation of the Wealth Management Industry | Harbor Ithaka WM

http://www.hbr-itk.com/drive/the-transformation-of-the-wealth-management-industry-has-begun

The Transformation of the Wealth Management Industry. Slowly but surely, the demand for wealth management services is shifting: Clients demand greater transparency, lower costs, and a clearer understanding of what their brokers and advisors are really able to provide in terms of risks and returns. The question is: are traditional wealth managers and private banks able to satisfy these demands? A lot will have to change…. We hope you can come back soon or subscribe to our mailing list.

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isragarcia.es

Biografía profesional de Isra García - marketer y transformación digital

https://isragarcia.es/cv

8220; Si algo merece la pena, hazlo en exceso. Biografía Isra García…. Su núcleo de trabajo:. En su tiempo libre practica:. Agencia especializada en nuevas formas de comuncación, transformación digital y marketing. Cofundador de Engage Worldwide. Panamá – Miami – Madrid) y Engage Colombia. Agencias de transformación y adaptación de negocios a la nueva economía. Consejero digital en Raptor Marketing. Consejero social media marketing en Harbor Ithaka. Fundador y creador de Stand OUT Program. Autor del libr...

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Harbor Ithaka WM | Sound Investment Management Solutions for Private and Institutional Investors in Miami Serving Latam Clients

Drive is the manifestation of purpose. It sustains clarity and supports the integrity of vision. It nourishes the kind of strength that excellence demands. We believe that managing wealth is among the noblest of endeavors: In truth, clients invest their trust. One must correspond such confidence with the highest level of integrity: Protect the result of decades of toil, experience, ingenuity; Support and facilitate its future growth. These are the mandates. No space for excuses. July 21st, 2015. The succ...

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