Safe Harbor Asset Management, Inc. (SAM) has a recorded performance history verified by Absolute Performance Verification LLC for compliance with Global Investment Performance standards (GIPS®).

The following figures illustrate SAM’s portfolio performance net of fees as of June 30, 2023.

For more information on the construction of SAM’s portfolios and the custom benchmarks in the figures below, please refer to the full performance report.

Composite Performance

Growth of $10,000 Since Inception

Calendar Year Returns

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Download our report to see how our sample portfolio is constructed and its performance since 1999.

To legally publish performance figures, investment reports must be verified. SAM has a recorded 20-year performance history, verified by Absolute Verification Services, as established by the CFA Institute. Access the GIPS Verifiers Report here.

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