About Harbour
Our History
Harbour was founded in
1987, in the beautiful city of Madison, Wisconsin by President and CEO,
Nick Sondel. Harbour has grown at a steady and manageable pace of 10% per
year since then. Current revenues have exceeded more than $25 million
annually and Harbour has a net capital of 8-10 times the required amount.
We currently serve approximately 200 Investment Representatives located in
12 states.
Our Structure
We are a privately held
firm without the presence of an insurance company or other affiliations.
Our Representatives are independent contractors, not employees of the
firm. With few exceptions, Harbour's home office serves as the OSJ for many of our branch offices.
Our Representatives
The Representatives we
attract take a long-term approach to managing their businesses—from their
client relationships to their affiliation with
Harbour. They may utilize a variety of investment alternatives
to best serve their clients including mutual funds, variable annuities,
individual stocks, bonds, fee based asset management or fixed insurance
products. But, they all have a similar goal in mind—a properly balanced
portfolio designed for their clients’ long-term financial success.
Our Culture and Philosophy
When Nick Sondel
established Harbour, he envisioned a broker/dealer that truly
was different from all the others. One that values strong working
relationships, loyalty, personal connections, honesty and integrity. One
that gives flexibility for our Representatives to run their businesses the
way they see fit within the confines of prudent investing. Through our
office visits, conferences, Regional meetings, annual tropical getaway and other
functions, we make it a point to get to know our Representatives and their
businesses. At Harbour, we take great pride in our honest,
straightforward, no-nonsense approach to our business. It is the way
we deal with our Representatives and the way we expect them to deal with
their clients.
