Joni A. Stone

Harbor Advisory uses a traditional, fundamental approach to select the individual equities of high quality companies and investment grade debt securities. They perform original research in conjunction with the investment committee and review select Wall Street analysis concerning their portfolio companies. The firm selects the most appropriate of these securities to construct a portfolio designed to meet the specific goals and objective of each client. Their style of investing is oriented toward long-term growth of capital with particular emphasis on risk management and tax efficiency.