Stephen K. Davis

www.investsafeharbor.com

-Owner & SEC Registered Principal of Safe Harbor Asset Management/ Author & Public Speaker

-Holds:

Series 6: Investment Company Products/Variable Contracts

Series 7: General Securities

Series 24: Licensed Principal

Series 63: NY State Uniform Securities Agent

-Seasoned Lecturer

My career spans three decades in financial services. I have a broad experience with tax avoidance strategies that help build client net worth and since 1990 as CIO and Portfolio Manager for my firm, which has distinguished itself with a 15-year audited performance history; as verified by Absolute Verification Services, according to the Global Investment Performance Standards (GIPS). *Historical Performance is no assurance of future success.*

Managing Family Wealth:

I believe in a disciplined approach to wealth management and won't even accept a new client until I have walked them through an in-depth interview designed to clearly identify the investors values and goals and reviewed the data with my team of professionals. I believe peoples financial life should be in alignment with those values and goals. Uncertain times require a more personalized, evolving approach as very often I find this isn't the case.

Disclosure:

*Historical Performance is no indication of future results. Investment involve risk and possible loss of principal.*

*Safe Harbor Asset Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management and its representatives are properly licensed or exempt from licensure.No advice may be rendered by Safe Harbor Asset Management unless a client service agreement is in place.*