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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
Note: Listing in The Yellow Pages does not constitute an endorsement of the individual, business or organization by MANP. We strongly advise your continued due diligence. MANP reserves the right to remove any vendor from The Yellow Pages.
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