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Articles


12th Annual New England Institutional Forum

The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds

Key Tax Changes Impacting Nonprofit Institutions

Biotech Landscape: Perspective for Nonprofits

Economic and Market Update Q1 2025

Harpswell_UPIA Summary

Endowment Best Practices

Harpswell on Silicon Valley Bank

Endowment Governance Best Practices

The Effects of Taxes on Investment Portfolios

Designing an Investment Program

Maine Biz Giving Guide

Harpswell Active vs. Index Funds

Working with a Harpswell Family Advocate

Maine Biz Giving Guide 2021(online)

Worcester Business Journal (online)

Nonprofit Best Practices - Investing in Turbulent Times

Harpswell 2021 Fund Manager Diversity Equity and Inclusion Study

Harpswell Capital Advisors re-named Maine’s endowment manager - Portland Press Herald

 

Harpswell was listed among the fasted growing registered investment advisory in the US

 

Monthly Flash


November 2025 Flash Report

October 2025 Flash Report

September 2025 Flash Report

August 2025 Flash Report

July 2025 Flash Report

June 2025 Flash Report

May 2025 Flash Report

April 2025 Flash Report

March 2025 Flash Report

February 2025 Flash Report

January 2025 Flash Report

December 2024 Flash Report

November 2024 Flash Report

October 2024 Flash Report

September 2024 Flash Report

August 2024 Flash Report

July 2024 Flash Report

June 2024 Flash Report

May 2024 Flash Report

April 2024 Flash Report

March 2024 Flash Report

Quarterly Outlook


Harpswell Outlook - Q3 2024

Harpswell Outlook - Q2 2024

Harpswell Outlook - Q1 2024

Harpswell Outlook - Q4 2023

Harpswell Outlook - Q3 2022

Harpswell Outlook - Q1 2022

 

 
 

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