Harpswell Capital Advisors, LLC

Jack Moore
(207) 926-1380
41 Campus Dr Ste 203 New Gloucester, ME, 04260-5115 		jpm@harpswelladvisors.com
https://www.harpswelladvisors.com/
Specialty
Investment Advising
Service Description
Harpswell Capital Advisors, LLC is an investment advisory boutique offering customized investment services specifically targeted to foundations, endowments, municipalities, state governments, and other not-for-profit institutions.  In 2013, Harpswell Capital Advisors adopted its outsourced Chief Investment Office (oCIO) endowment-management model as an asset management paradigm for not-for-profit institutions. Harpswell is more than just an endowment manager for several of our non-profit clients; we are an advocate, a fiduciary, and a partner in all investment-related needs. Services include but are not limited to: Investment Policy Statement (IPS) review and/or creation, risk assessment, ESG and impact investing, committee education resources, stock gifts, quarterly reporting, asset distribution, and more.
Background Information
May offer pro-bono services? : Yes
Is MANP Presenter? : Yes
Are Rates Negotiable? : Yes
Percentage of client base that is nonprofit : 83%
Nonprofit Hourly Rate :
Regular Hourly Rate :
Year founded : 2006
Geographical Areas
Statewide
Services Offered
Business and Professional Services
  • Financial and Management Consulting
  • Investment Services
  • Other
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Tasks
Association Management Software by MemberSuite
   Core Version: 4.72.1.291