A Different Approach to Investment Management
A Different Approach to Investment Management
Welcome to Harborside Capital
our philosophy
Investment Strategy
Our goal is to transform portfolio management by integrating the benefits of index investing with the flexibility of options. We believe this is a more effective solution than traditional diversification.
core strategy
Defined Outcome Investing
Our core offering uses ETF’s, stocks and options to provide defined outcomes. Investors may reduce losses during periods when the market drops but benefit from the pre-defined gains when the market rises.
advanced strategy
Multi-Asset Program
This program uses our core defined outcome holdings but also includes advanced options and commodity strategies. The minimum investment is $1 million, with no lockup period or performance fees.
Our goal is to simplify the way client investments are managed. We use a straightforward, objective, and logical approach that we believe cuts costs and boosts the chances of success.
– eric cerrone
Founder & Managing Partner
strategy
Risk-Return Adjusted
asset classes
Stocks, Bonds, Commodities & Crypto Currency
investing style
Conservative, Moderate, Aggressive
Custom strategies
Available on Request
Talk To Us.
To learn more about our portfolio management or to setup an appointment,
Download Our Brochure
Learn more about our philosophy, and how we help our clients.