Our Firm

Since the early 1990s the investment management field has grown in size. It has also grown in complexity, and in many instances has placed its own goals ahead of the goals of its clients. As an independent, employee-owned company, Marble Harbor is able to dedicate itself exclusively to its mission of offering a customized solution for each client based on our proprietary research, without the hindrance of competing interests so often found at larger organizations.

Our team of experienced professionals, which shares nearly 20 years of working together, was formed with the defining purpose of focusing squarely on those we serve - individuals, families, endowments and foundations. We tailor each portfolio to meet the client's unique needs, objectives and risk tolerance. Our interests are aligned with those of our clients, many of whom we have worked with for as long as 25 years.

At Marble Harbor, we believe that no one should come between you and your investment decision maker. To that end, each client has a close relationship with the professional who tailors his or her individual portfolio investment plan. Additionally, each investment counselor plays an active role in analyzing and selecting securities for clients' portfolios.

Investment Philosophy
  • We are long-term investors and manage core portfolios of equities and fixed income.
  • Investments in client portfolios are chosen through a rigorous process that focuses on the underlying strengths of the companies.
  • We invest in businesses rather than speculate in stocks. Our goal is to identify companies that we believe have superior long-term growth potential and purchase them at reasonable valuations.
  • Our disciplined approach helps to avoid the fads and extremes in valuation that so often lead to the permanent loss of capital.