Harbour Trust Investment Management Company

Our 97% customer retention rate is a testament to our commitment to achieving results. Want to learn more about what our customers are saying? Reach out today at harbourtrust.com or call 219.877.3500.

Since 1997, our focus has remained the same — to help our clients achieve their financial goals by building strong and trusting individual relationships with our clients. Let us help you achieve your financial goals: https://loom.ly/tMlHXhs.

Harbour Trust celebrates National Flag Day and the birthday of the United States Army - Established in 1775.

We honor those brave men and women that have defended our freedoms in the past, the present, and every new recruit. Thank you for your service! 🇺🇸

As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client's assets. Trust your financial future with our financial professionals. Reach out today at harbourtrust.com or call 219.877.3500.

The foundation of Harbour Trust is relationships. Over 25 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships.

Your financial plan should be like a great suit – tailored to fit you perfectly. Our goal is to establish custom-tailored services that exceed your personal needs. In fact, we select individual stocks, bonds, and other assets based on your specific needs and goals. Learn more about how we will tailor our services to you: https://loom.ly/wEmJJKY.

Your relationship with your financial advisor should be one that you know you can count on. Client contact is critical to the success of our partnership. Developing a long–term relationship with your Harbour Trust advisor creates a common bond that helps you achieve your financial goals. Start your relationship today: https://www.harbourtrust.com/contact.

We are so proud of our team and our community partner, Hilltop Neighborhood House, in everything they do to build up the youth in our communities!!!

Thank you, Harbour Trust Investment Management Company, for donating books for the Hilltop Bookmobile! Kim Bowen and Larry Piotrowski dropped off the books this morning, and over 30 people collected them! The Hilltop Bookmobile takes gently used books into at-risk neighborhoods for all children living in Valparaiso. Each child can choose up to three books every time they visit the bookmobile, and all books are theirs to keep to start their own home library. This helps parents who do not have transportation to a library, especially when school is out. The gift of reading lasts a lifetime.

Congratulations to Harbour Trust's Dayna Lemon on her second year serving The Salvation Army Michigan City Corps and Community Center as a board member! Thank you for your support and continued service to our community.

At Harbour Trust, it is our focus on you, our client, that ultimately creates successful investment relationships. Our goal is to establish custom-tailored services that exceed your personal needs. Let us create a plan that will help you achieve your financial goals: https://loom.ly/tMlHXhs.

Becoming a better investor involves more than just buying and holding. From harnessing the power of compounding to practicing strategic diversification, these fundamentals can help you stay on track to achieve your financial goals.

Learn more: https://loom.ly/R0QX4Go

Figuring out how much money you’ll need to live the retirement of your dreams can seem overwhelming. Your Harbour Trust financial advisor is here to help.

Call us today at 219.877.3500 to learn more! ☎️

When you hear or read that the market is up or down, what does that really mean? Learn here: https://loom.ly/HuNJNDw

There's no "right" age to begin receiving Social Security retirement benefits. It's a personal decision based on multiple factors, including how long someone wants to work and how much retirement income is needed. Learn more: https://loom.ly/HuNJNDw

We help you achieve your financial goals by building strong and trusting individual partnerships.

Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage your assets.

Grow your wealth with purposeful investment strategies. Our strategic asset allocation services help you optimize returns while managing risk, guiding you toward your financial objectives: https://loom.ly/yav_2oo.

Your Individual Retirement Account (IRA) is more than just an account—it's a key to your comfortable retirement. Whether it's a rollover or an established IRA, Harbour Trust's proven methods are your roadmap to a secure future. Let's plan your retirement journey together.

Contact us today for more information! https://www.harbourtrust.com/

At Harbour Trust, our dedicated advisors ensure your investments align with your aspirations, fostering the brighter financial future you envision for your life.

Reach out today! https://www.harbourtrust.com/

At Harbour Trust, we're dedicated to illuminating the path to your financial goals. Our advisors work closely with you to understand your unique needs and risk tolerance, crafting a portfolio that reflects your aspirations.

Your journey to financial success starts here: https://www.harbourtrust.com/

Are you a part of the 66% of family businesses that do not have a succession plan in place? In the future, you and your family will be glad you took the time to develop a thoughtful plan.

Learn more: https://loom.ly/FMT-UG0

Individual bonds and bond funds have performed differently over the past 20 years, so you may ask, “How do I choose the best fit for my financial portfolio?”. To help you make a better-informed decision, read more: https://loom.ly/FMT-UG0

Harbour Trust's Larry Piotrowski at a recent Rotary Club of Michigan City meeting with guest speaker, Amanda Fowler - Assistant Director of La Porte County Meals on Wheels. Another great community partner whose mission is to "nourish the lives of the homebound and other people in need through programs that promote dignity". Thank you, Amanda and Meals on Wheels, for your hard work and community support.

Because we don't sell proprietary products, every financial decision we make is in the best interest of our clients. That is the value of working with a fiduciary like Harbour Trust.

Harbour Trust Advisor Larry Piotrowski spends an evening supporting local artistic talent at the Lubeznik Center for the Arts and their First Friday Poetry Slam event. Thank you to Garth Taylor and Marc Kelly Smith (pictured) for bringing this incredibly fun event to Michigan City. Thank you to Janet Bloch (pictured) and your team at LCA for your dedication and support of our artistic community. Let's all continue to support the arts within our communities!

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(Left to right) Garth Taylor, Marc Kelly Smith, Janet Bloch and friend

Harbour Trust's Financial Planning Services go far beyond numbers. We provide ongoing net worth analyses so you can gain a complete understanding of your financial health.

Harbour Trust Advisor and Rotarian, Mike Hackett, with Michigan City Rotary President Matt Kubik. Mike was a speaker at a recent Rotary meeting proving financial insight and answering questions from the group. Thank you, Mike, for your many years of dedicated service to our community! https://mcrotary.org/

Whether you're seeking to manage your own assets now or control how your assets are distributed after your death, Harbour Trust can work with your legal team to make sure your estate plan will help you achieve your financial objectives.

Harbour Trust's Ryan Belt, Dayna Lemon, and Brian Merrill celebrating the Meals on Wheels of La Porte County's 50th year of service to the people of our community! What an impact they have made. Congrats on their first 50 years! https://www.laportecountymealsonwheels.org/

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As a fiduciary, we can serve as your trustee and work with your legal, tax, and other advisors throughout the estate planning process to make sure your plans are made and executed exactly as you want them to be. www.harbourtrust.com/services