Investor Hub
Harbor Investment Advisory Video Lesson
Exploring Private Investment Opportunities: A Learning Experience (Event Replay)
Private Investment Opportunities: Educational Video Library
You may be familiar with the term “alternative investments” but what exactly do they entail?
Foundations, endowments, and the ultra-wealthy have leveraged these privately accessible investment avenues to enhance alpha and broaden the scope of their portfolios. Lunch Pail has partnered with Harbor Investment Advisory to present enlightening sessions for our members, aiming to bridge the educational gap surrounding this trending topic. Leading each engaging discussion will be Fred Hill, CEO and Managing Principal of Harbor Investment Advisory, alongside Paul Fox, Managing Director, and Portfolio Manager.
What is Private Equity? 201 Level
This instructional video delves deeper into the realm of private equity, examining various strategies and illustrating the inner workings of a private equity fund.
What is Private Real Estate?
While many investors are acquainted with Real Estate Investment Trusts (REITs), private real estate offers a unique avenue for diversification and access to strategies not present in public markets. This educational video delves into the realm of private real estate, highlighting the distinctions between REITs and private real estate, outlining available strategies, and explaining the mechanics of this type of investment.
What is Private Credit?
While traditional fixed income investments are commonly utilized by investors, high-net-worth individuals have the opportunity for additional exposure to credit. This educational video explores the concept of private credit, illustrating the differences from traditional fixed income. Additionally, it provides clarity on the various types of private credit and how these investments are structured.
This material is for informational purposes only and is not intended as an offer or solicitation to purchase or sell any security or to employ a specific investment strategy. Harbor Investment Advisory, LLC (“Harbor Advisory”) does not represent the material contained in this email is accurate, complete, or suitable for a basis for any investment decisions. Harbor Advisory does not provide tax or legal advice. We encourage investors with tax or legal issues to consult their tax or legal advisor.
Harbor Advisory is registered as a broker-dealer and investment adviser with the Securities and Exchange Commission (“SEC”). It is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Security Investor Protection Corporation (“SIPC”). Registration with the SEC does not imply any level of skill or training, nor should it be considered an endorsement by the SEC. For more information about our services, please see our Brochure and Relationship Summary, available on the SEC’s website at www.adviserinfo.sec.gov and on Harbor Advisory’s website at www.harborinvestmentadvisory.com.
