1. New York
Promotion
Safe Harbor Asset Management
Focuses on Protection and Growth Financial
As Seen In… Forbes, May 23, 2011
Everyone Could Use a Safe Harbor
It seems that somewhere in the heart comfortably in Huntington, N.Y., and our Performance Standards (GIPS®), and has
of even the most disciplined investor is clients are living proof of its long-term been verified by Absolute Performance
the unrealistic desire to get rich quick. success and continued viability. “As a Verification, LLC, for the period of January
To which Stephen K. Davis, President of fee-based advisor, my experience has 1, 2000, to December 31, 2009.
Safe Harbor Asset Management, politely proven to me that trying to beat the
says, “Get over it.” market is an exercise in futility. The only
“People who are out to double their two things you can control are costs and Experience in a
money quickly aren’t investors, they’re
gamblers,” says Davis. “That’s not what
Variety of Areas
Nathan M.
we are all about.” Rather, Safe Harbor is Davis has Perlmutter years of expe-
over 30
all about exactly what its name implies, a rience in estate planning, multigen-
place investors can count on to provide erational investment plans, annuities,
a refuge from the risk and volatility of the life insurance, 1031 real estate tax-free
current financial environment. exchanges, investment trusts and private
While risk and volatility cannot be placements and has a particular skill in
eliminated, Davis believes they can cer- tax avoidance strategies. He’s dedicated
tainly be managed, and there is both art to improving investment returns, reduc-
and science in doing this. He does this by ing taxes and planning future cash flows
building portfolios according to the prin- in innovative ways that suit clients’ cur-
ciples of Modern Portfolio Theory, which rent and future income needs.
emphasize the reduction of market-based Experienced as an educator, Davis
volatility through efficient allocation of has presented numerous retirement
© 2011 RussellPratt.com
portfolio assets among statistically opti- workshops and seminars. He continues
mized asset classes. (The science.) The to lecture to trade groups and asso-
rest is instinct that comes with 30 years’ ciations on various subjects regarding
experience. (The art.) asset allocation, risk management, port-
Stephen K. Davis folio composition and his application of
Modern Portfolio Theory. In addition, his
“Asset Allocation is alive and taxes. We focus on keeping the costs as work has been quoted in the New York
well and living comfortably in low as possible and reducing taxes. We Times and Wall Street Journal.
do this by using ETFs, which are both low Safe Harbor’s offices are conve-
Huntington, N.Y.” niently located on Long Island’s North
cost and tax efficient.”
— Stephen K. Davis Safe Harbor offers fee-only man- Shore, in the town of Huntington. Through
aged portfolios using its Global Asset its broker-dealer, American Portfolios
Allocation Strategy to individuals and Financial Services, Inc., also a Long
The Asset Allocation 401k plans through The Safe Harbor 401k Island-based corporation, Safe Harbor
Debate Solution. The Conservative, Moderate has access to a broad spectrum of finan-
After the crash in 2008, market ana- and Aggressive portfolios have consis- cial companies and products.
lysts claimed, “Asset Allocation is dead.” tently outperformed the S&P 500 Total “I enjoy helping people find solu-
It didn’t work to protect portfolios from Return Index over the past 10 years. tions to their investment problems,” says
being ravaged by the crash. They are each low cost and tax efficient. Davis. “I like being successful in financial
I can categorically state that Asset Safe Harbor’s historical performance is matters, and even better, I like it when my
Allocation is alive and well and living compliant with the Global Investment clients are successful.”
167 East Main Street | Huntington, NY 11743
631-421-4341 | www.investsafeharbor.com
Investment Advisory Services Offered through Stephen K. Davis Financial Services, LTD. A Registered Investment Advisor. Securities Offered Through American Portfolios
Financial Services, Inc. A Registered Broker/Dealer. Member of FINRA/SIPC. Safe Harbor Asset Management and Stephen K. Davis LTD are not affiliated with American
Portfolios Financial Services, Inc.
GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.
©2011 EMI Network Inc. • 800-999-1950 • www.eminetwork.com