Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC

Wealth ManagementDirect Investor

Marble Harbor Investment Counsel, LLC combines the greatest strengths of traditional investment counseling—integrity, ethics, service, and care—with the diligence, creativity, and independence of innovative investment management.

Founded

1990

Ownership

Independent, partner-owned firm.

Risk Profile

Tailored to client needs, prioritizing capital preservation and minimizing risks through diversified portfolios.

Location

Boston, Ma, United States

About

Mission

We are long-term investors, managing core portfolios of equities and fixed income.

Values

Integrity, ethics, service, care, sustainability, and responsible investment management.

Participant Demographics

Serves individuals, families, endowments, and foundations.

Track Record

Team Experience

Team has collaborated for nearly 20 years.

Notable Achievements

Successfully managing client relationships for up to 25 years.

Project Track Record

Tailored solutions for families, foundations, and individuals, as illustrated in case studies.

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Headquarters

Boston, Ma, United States

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