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MINNESOTA FINANCIAL ADVISOR   FEE-ONLY.   FIDUCIARY. - Results-Driven Investment Management under the Fiduciary Standard of Care

Fee-only Fiduciary Investment Management for Individuals and Families

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CONTACTS AT SAFEHARBORCM.COM

Curtis Purington

4183 Am●●●●●●●f Trail

Ea●●an , Minnesota, 55123

United States

1.65●●●●1112
cu●●●●●●●●●●●●●●@gmail.com

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Curtis Purington

4183 Am●●●●●●●f Trail

Ea●●an , Minnesota, 55123

United States

1.65●●●●1112
cu●●●●●●●●●●●●●●@gmail.com

View this contact

Curtis Purington

4183 Am●●●●●●●f Trail

Ea●●an , Minnesota, 55123

United States

1.65●●●●1112
cu●●●●●●●●●●●●●●@gmail.com

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MINNESOTA FINANCIAL ADVISOR   FEE-ONLY.   FIDUCIARY. - Results-Driven Investment Management under the Fiduciary Standard of Care | safeharborcm.com Reviews

https://safeharborcm.com

Fee-only Fiduciary Investment Management for Individuals and Families

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Minnesota Financial Adviser - Safe Harbor Capital Management LLC​612-234-7233

http://www.safeharborcm.com/about-safe-harbor.html

Safe Harbor Capital Management LLC. 8203;Safe Harbor Capital Management LLC was founded by Curtis Purington. Curtis Purington has over 30 years of experience observing and analyzing markets. He has held the following positions:. Merrill Lynch - Financial Consultant. Piper Jaffray - Managing Director. Wells Fargo Investments - Senior Vice President / The Private Bank. Oppenheimer and Co. - Portfolio Manager /. His investment philosophy is this:. Align your portfolio with the state of the market.

2

Minnesota Financial Adviser - Safe Harbor Capital Management LLC​612-234-7233

http://www.safeharborcm.com/third-party-custodian.html

Safe Harbor Capital Management LLC. An important safeguard with Safe Harbor Capital Management LLC is the use of a third party institutional custodian. Client assets are held separately in the name of the client at an unaffiliated third party institutional custodian. This is critical for customer protection. It assures an independent accounting and safekeeping of customer funds. Clients receive independently prepared and verified statements on the value and status of their accounts.

3

Minnesota Financial Adviser - Safe Harbor Capital Management LLC​612-234-7233

http://www.safeharborcm.com/disclaimer.html

Safe Harbor Capital Management LLC. By accessing this website or your account(s) at Trust Company of America you agree to and accept the following disclosures and any future disclosures:. Safe Harbor Capital Management LLC acts on a best efforts basis and does not promise or guarantee any performance, actions, or outcomes of any kind. Investing involves risk and the possibility of loss. You accept that risk and the possibility of loss and all other risks. Future results can differ from past results.

4

Minnesota Financial Adviser - Safe Harbor Capital Management LLC​612-234-7233

http://www.safeharborcm.com/three-questions-for-a-financial-advisor.html

Safe Harbor Capital Management LLC. THREE QUESTIONS FOR A. Do you place my interests before your own? Are you a fiduciary? Does your firm have commissions, bonuses, sales contests or sales quotas that can cause conflicts of interest? Do you seek positive returns under all market conditions?

5

Minnesota Financial Adviser - Safe Harbor Capital Management LLC​612-234-7233

http://www.safeharborcm.com/key-to-success.html

Safe Harbor Capital Management LLC. Safe Harbor Capital Management LLC. The key to successful investing is to place a limit on risk. Safe Harbor believes that placing a. Limit on risk is the very. If you don't limit risk, you have unlimited risk. The larger the loss that an investor incurs,. More difficult it is to recover. Safe Harbor believes that it is best to avoid large losses to begin with. Click here for the Math of Gains and Losses. Diversifying does not limit risk. It merely spreads it around.

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