Best Practices Review

Sometimes it is comforting to hear a new perspective on your current investment program.  Harpswell recognizes the importance of structure and we can conduct a full review of your investing approach.  We will provide you a report offering our recommendations and highlighting areas of excellence, as well as aspects that can be better aligned with your goals and mission.

 Harpswell will sit down with you to define the scope of the review and will deliver an objective appraisal along with best practices recommendations.  We welcome both broad and narrowly focused projects and can accommodate most organizations.  Please reach out and let’s start the conversation.