Overview
Private Harbour Investment Management & Counsel is an independently owned SEC-
registered investment advisor. The firm is headquartered in Sagamore Hills, Ohio. The
firm was founded in 2008 by Geofrey J. Greenleaf, CFA and James A. Blue, CFA. Mr.
Greenleaf and Mr. Blue worked together at a prior firm for nearly 10 years. Mr.
Greenleaf retired December 31, 2018 and as of the end of December 2018, Mr. Blue owns
100% of Private Harbour.
Private Harbour provides investment management and related services to help improve
the quality of our clients’ lives financially and in other ways. Private Harbour provides
continuous investment management services for client accounts.
Related services can include tax planning, estate planning, financial forecasts and more.
Private Harbour also publishes a Quarterly Review which covers a range of relevant
economic, financial, tax and investment topics. We send it to clients with the financial reports
they receive from us each quarter to keep our clients informed as to our thinking. On an
occasional basis, we may also share a copy with prospective clients.
At Private Harbour, we blend a variety of different disciplines into our investment
advisory business. We primarily use fundamental analysis to determine the merit of
potential investments. Valuation is a critical component of that analysis, as we believe that
the amount one pays for an investment is directly and significantly related to the ultimate
outcome in terms of investment return. In addition to fundamental analysis, we may also
use technical analysis in determining our planned entry and exit points for our various
investments.
Additionally, we do offer financial planning services. All clients and prospects should
know that we do not use financial planning as an excuse to sell high-fee products that
would compensate Private Harbour for their use in client accounts, like: annuities,
insurance or mutual funds with sales loads. Our belief regarding financial planning is that
it would be far more difficult to determine how much risk would
be both necessary and
appropriate for our clients to accept to meet their goals without having a discussion about
financial planning basics at least occasionally.
Therefore, as it relates to developing an appropriate investment policy, we believe it is
important to help our clients by having such discussions and/or preparing financial
forecasts that allow our clients to see whether various asset allocation levels and return
projection targets will meet their needs.
Further, for clients who wish to review other traditional planning avenues, such as
college funding, insurance or annuity analysis and estate planning, we offer these
services on a fee for time-incurred basis.
Private Harbour is committed to tailoring an investment strategy for growth and
security for our clients. We aim to provide the best individualized service and
achieve the optimum balance between growing and preserving investments. We are
dedicated to establishing and sustaining a personal relationship with each client,
fully understanding their unique situation, and helping them realize their financial
goals.
In order to manage risk, we tailor asset allocation target percentages to individual client
situations. Additionally, if there is a need to manage around a unique ownership position
for tax or client preference, we will adapt the securities used in portfolio construction
around those constraints. In all cases where the uniqueness of customization meets the
efficiency of standardization, we strive for a balance that will meet the client's overall
return goals while limiting risk to no more than they would prefer (or are willing to
tolerate) depending on specific situational factors. Occasionally, clients will request that
we not invest in certain types of companies based on social restrictions (e.g., tobacco
companies, animal testing companies). We honor those requests.
The firm does not participate in any wrap fee programs.
As of December 31, 2023, Private Harbour had a total of $169.2 million assets under
management on a discretionary basis.