Harpswell Capital Advisors, LLC is an investment boutique offering specialized investment services for foundations, endowments, institutions and families. Harpswell’s OCIO model provides efficiencies and other benefits, and we are committed to helping you achieve your financial goals. In this world of not knowing where some firms stand, rest assured that Harpswell serves as a fiduciary for each client and we are committed to your best interest!
Harpswell Advisors evolved from an institutional firm that managed assets for sophisticated global investors to one that brings focus and experience to the foundations, endowments and families we serve.
Harpswell stresses diversification, risk management and a long-term perspective. We deploy reasoned tactical positions that strive to take advantage of market dislocations and emerging opportunities. We use passive (index) funds where active managers are unlikely to add value and complement them with specialized active fund managers who we believe meet our standards.
Harpswell is committed to maintaining a very limited roster of clients to ensure we continue to deliver a high level of service. We work hard to keep our client’s trust and would be honored to serve you.
If you would like to explore a partnership with Harpswell, we invite you to reach out..