Harbor Point Capital Management is a Registered Investment Advisor based in Woburn, MA, offering expert fixed income and sophisticated asset allocation equity strategies for individuals and institutions. With over 30 years of experience, founder Charles Lavrentios has a strong financial background, having served as a financial steward for clients at reputable firms such as US Trust Company, Merrill Lynch, and Morgan Stanley. Their mission is to assist clients in managing, growing, preserving, and transitioning their wealth, providing insight and guidance in a complex global financial marketplace.
Harbor Point Capital Management builds transparent and liquid portfolios based on independent and objective research, operating in a dynamic, principled, and conflict-free environment. Committed to a client-focused approach, they aim to deliver exceptional wealth advisory services in a fee-only structure, ensuring the best interests of their clients are always prioritized.
Generated from the website