https://www.harpswelladvisors.com/welcome daily 1.0 2025-12-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553533472635-LXKZSHSHC9YJLTF6MRVX/DORY-760x597.png Welcome https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/f32c2313-2bb3-4b0b-8515-f8e1f6f911b2/JPM2.png Welcome - John P. Moore, CFA Jack is a Chartered Financial Analyst with more than 25 years of finance experience and more than 20 years focused on institutional investing. Jack serves as Harpswell’s Chief Investment Officer and Strategist. Prior to his career in investment management, Jack served as a Financial Expert for the Federal Energy Regulatory Commission Jack also worked on Capitol Hill and served as the Press Assistant to the U.S. Senate Majority Leader George J. Mitchell. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/d1f29ff3-3551-4a49-9aa5-471fa112e9fa/vmb2.png Welcome - Vanessa Bryant, VP Vanessa has over 20 years managing relationships, leading detailed orientated operations and building businesses infrastructure. Prior to joining Harpswell Advisors, Vanessa successfully owned and operated Invision Ink Promotions from 2004 to 2015, a marketing and advertising firm providing services to fortune 500 companies including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/0211943f-b434-4779-8db8-9383e84a6dfd/crp2.png Welcome - Claude R. Perrier, VP, CPA Claude joined Harpswell in 2015 and specializes in integrated investment strategies, asset allocation, and manager due diligence. He brings deep expertise in evaluating funds and implementing investment policies tailored to client needs. Previously, Claude was Director of Advisory Services at CTC | myCFO, advising ultra-high-net-worth families and overseeing multi-billion-dollar portfolios. His career also includes leadership roles at Greycourt & Co., NEPC, and as Executive Director of the Maine State Retirement System, where he managed a $5.5 billion fund. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/2689b43b-3f73-484f-927f-68b7ea42d76d/Em2.png Welcome - Emily R. McComb, Senior Lecturer of Business Administration, Harvard Business School Ms. McComb brings a career in active equity management and academia work relating to endowments, hedge funds, mutual funds and investor behavior. She recently co-authored “Modern Endowment Management: Paula Volent and the Bowdoin Endowment.” Emily McComb is a Senior Lecturer in the Finance Unit at HBS https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/ac8cf994-57bd-47bd-8e99-cf8cbe581c05/Dr2.png Welcome - David Russ, Spruceview Capital David Russ is a nationally recognized endowment and investment manager with 30-years of institutional investment management experience with foundations, endowments, corporate and public pension plans, sovereign wealth funds (SWFs) and family offices. Prior to his tenure at Spruceview, David was Chief Investment Strategist and a Managing Director at Credit Suisse Asset Management in New York. Most recently (2005-2009) he was the first Chief Investment Officer for Dartmouth College’s endowment. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/4a64f766-199d-4c1e-84c2-4110805a59d5/Gus2.png Welcome - Gus Sauter, Retired CIO for Vanguard Mr. Sauter retired in 2012 from his role as Vanguard’s first Global Chief Investment Officer after 25 years with the company. As Vanguard’s CIO, he was a member of the CEO’s senior staff, directed the management of $1.7 Trillion in assets and oversaw Vanguard’s external manager program. He is currently a member of the Financial Industry Regulatory Authority (FINRA) Investors Advisory Group https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553181455693-TGJLYJYLK4SNRS0TF3L2/Our+Philosophy.jpg Welcome - OUR PHILOSOPHY Harpswell’s investment philosophy is one that embraces the endowment approach to investing - where we allocate to specialized managers for each mandate in the portfolio—and stresses a high level of diversification across both asset classes and securities. We feel the merits of passive funds in providing cost effective market exposure are noteworthy, and a customized mix of both active and passive funds together help to maximize efficiencies, returns and diversification for institutional investors. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/fe5abfd5-d03d-4528-8b78-699a34a83191/Moosehead.jpg Welcome - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/testindex daily 0.75 2020-11-15 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1589599700132-JMXPOQYQ77RHALDZDLJP/award.png TestIndex - Recipient of https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1591622704572-RZFZVNSBU3Y009BSYTBN/image001.jpg TestIndex https://www.harpswelladvisors.com/about daily 0.75 2019-02-22 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1549564024721-CW2E9H5IQ5PCIHPNY28O/image-asset.jpeg About - About Every member of the Harpswell team shares a deep passion for the firm’s mission and strives for excellence every day. Harpswell’s rigorous hiring process is one that gives great weight to the highest moral and ethical standards as well as work ethic and intellectual capacity. Our organizational chart is flat and every team member is empowered to have a key role in helping you meet your financial goals. Harpswell’s team is structured like the investment professionals at a college endowment office or a family office. Our specialization and dedication to the Outsourced Chief Investment Officer (OCIO) model differentiates Harpswell from the typical registered investment advisor (RIA) as well as large Wall Street investment banks. This specialization serves our clients well. Harpswell is committed to maintaining the highest level value for our clients and we therefore limit the roster of clients we serve. Reach us at: contact@harpswelladvisors.com https://www.harpswelladvisors.com/contact daily 0.75 2025-10-16 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1565619103848-91L7TTO9R1XIPD0A8CJ1/contact.jpg Contact https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/155ab45c-8b47-4bd7-8ed6-1c3debb02531/BWKetch.png Contact - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/our-philosophy daily 0.75 2025-10-03 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553181424671-E712VFBOM95XWEF5L89K/Our+Philosophy.jpg Our Philosophy https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/2edfd7dd-457e-45aa-8ed5-b813ed308153/IMG_0224.png Our Philosophy https://www.harpswelladvisors.com/advisory-board daily 0.75 2025-07-31 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553182355356-3MPXSW3WHECCHMJER66O/Bar+Har.JPG Advisory Board https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553182372282-MWION15LPD94WGE4V4XW/Bar+Har.JPG Advisory Board https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/4b9db9c8-c3e6-4f40-ba3c-f72bd1ba718b/david.png Advisory Board - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/07fcd1fa-826b-4ca1-b29c-38cc1717dcb8/gus.jpg Advisory Board - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/defb5fad-1eea-4879-9058-911d3990472c/EmilyMcComb.png Advisory Board - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/ocio daily 0.75 2025-10-16 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/fe5abfd5-d03d-4528-8b78-699a34a83191/Moosehead.jpg OCIO https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553182752016-J9K84W15WAU2HONB2WQI/DSC_0261.jpg OCIO https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/c9c34815-7160-44e2-8934-aac6e1aab771/schooner.png OCIO - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/rfp daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553183871770-BFTRBWP58AM1RVDDXT7N/DSC_0295.jpg RFP https://www.harpswelladvisors.com/best-practices-review daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191047686-FJ217QOXIYSAMFBPZ3MV/DSC_0295.jpg Best Practices Review https://www.harpswelladvisors.com/investment-committee-advocacy daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191101703-81RNXHDC4BWVLWB1QAYH/DSC_0295.jpg Investment Committee Advocacy https://www.harpswelladvisors.com/cash-management daily 0.75 2025-10-16 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191121581-KLQQQZ0UWDQEIBQMIM1L/DSC_0295.jpg Cash Management https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/eafb1a7b-dc75-4b11-95db-d5cdb6b8c5d3/CoastalFog.jpg Cash Management - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/investment-policy-analysis daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191142071-WQTK1PIGK83TXMZDVUOZ/DSC_0295.jpg Investment Policy Analysis https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1552413055897-ZL2K9IS6LXVO0X37HORY/image004.png Investment Policy Analysis *Model projections are not actual investment returns. As with any investment vehicle, risk of losses are possible and past performance cannot assure any level of future results. Proposed model performance has limitations inherent in model results in that it does not represent actual trading and may not reflect the impact that material economic and market factors might have has on the adviser’s decision-making if the adviser were actually managing accounts. Clients may have had investment results materially different from the results portrayed in the model. Actual proportions to funds and asset classes will vary on a client by client basis and may not match the proposed model allocations. https://www.harpswelladvisors.com/performance-review daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191162578-U807UMFKAYJFOMB9QMF8/DSC_0295.jpg Performance Review https://www.harpswelladvisors.com/family-office-formation daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191181124-GIIT29G7KQ7OAE9BV11N/DSC_0295.jpg Family Office Formation https://www.harpswelladvisors.com/endowment-office-formation daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191222961-A6H4KY94R3C4TXC3742L/DSC_0295.jpg Endowment Office Formation https://www.harpswelladvisors.com/esgvalues-based-investment-policy-analysis daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191256167-BIV800HVVWF6YJ2STE0A/DSC_0295.jpg ESG/Values based Investment Policy Analysis https://www.harpswelladvisors.com/sustainability-analysis daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191274399-76DA0Z8CL6GBIQWX51HI/DSC_0295.jpg Sustainability Analysis https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1552413166292-9AUMPYA1S6R7YDP4EPTC/image004.png Sustainability Analysis *Model projections are not actual investment returns. As with any investment vehicle, risk of losses are possible and past performance cannot assure any level of future results. Proposed model performance has limitations inherent in model results in that it does not represent actual trading and may not reflect the impact that material economic and market factors might have has on the adviser’s decision-making if the adviser were actually managing accounts. Clients may have had investment results materially different from the results portrayed in the model. Actual proportions to funds and asset classes will vary on a client by client basis and may not match the proposed model allocations. https://www.harpswelladvisors.com/education daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191311732-SMLQMSK56HB82V17WLQV/DSC_0295.jpg Education https://www.harpswelladvisors.com/enterprise-risk-assessment daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191329556-TQ0EABZDV1FWTLRZP07K/DSC_0295.jpg Enterprise Risk Assessment https://www.harpswelladvisors.com/resources daily 0.75 2026-02-05 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/b3b74339-4b95-4782-bfa3-3d37bc5dd356/SnowRiver.jpg Resoruces https://www.harpswelladvisors.com/links daily 0.75 2025-10-16 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/177e0c6a-7b48-44e5-9fe1-b6802c621dc5/Foliage.jpg Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1558017935979-4DDHC63IYUUYRLO5R797/chronical.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1558017935989-QNFL4YXTZY0TF7JPHHL2/nais.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1558017936235-RYCT2NPM6XKI28CWK1DM/npq.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1558017936242-A26JZMQVK6H434W0P6OC/rolfson.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1558017936445-DAMF8XUKIL0F865T5M2H/tabs.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551478685732-9RSM7C94X5IVQ93DXF68/GuideStar.logo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551478860351-M5IK42UKFOKR3TOZ1QBH/C-Nav.logo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551478665598-WZC4W5POI0FS3T7X6Y63/SNPlogo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551475575710-Z3O8WUMWLE512UFE2Y4J/NH.Ctr.NP.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551475391254-3A7GJB0LNAXNO7PRFSPY/cfpb.logo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551475335522-WJR064CVCHOIXP4BXCIQ/MANP-logo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551474545911-VGOM1DXLP3SH8CLZPALY/image2.jpg Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551474424344-M8PH890L6EQUAV3FAVOH/image7.jpg Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551474255416-DFWIKONB9NK399Q8A4IM/image4.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551474277951-0L2455ONM0M9WGBI5R7F/image5.jpg Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1570206620383-FZUP483T6BIVVZY3Q1JK/logo.png Links https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/b461bc69-cfe9-4a09-b71d-e2b82dcabfa9/SchoonerFog.jpg Links - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/endowments-foundations daily 0.75 2025-10-24 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/a88fbb37-2bfc-41ab-ab46-deaae9213bf0/APerry.jpg Endowments & Foundations https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/cbeed33d-696d-450b-8b8e-ec6aa839634b/tender.png Endowments & Foundations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/educational-institutions daily 0.75 2025-10-24 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/fbde7895-b32d-4945-895e-cacb1e6614d2/FogIsland.jpg Educational Institutions https://www.harpswelladvisors.com/museums-cultural-institutions daily 0.75 2025-10-24 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/e4d13eed-959b-4102-963a-02222a59b019/IMG_0224.JPG Museums & Cultural Institutions https://www.harpswelladvisors.com/hospitals daily 0.75 2025-10-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/87c95240-2adc-4e6a-a117-f24c550c62ee/CroppedBoat+%281%29.jpg Hospitals https://www.harpswelladvisors.com/governments daily 0.75 2025-10-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/e113be30-b6a3-460b-b8f6-c82d8ab0dfcc/IMG_9943.JPG Governments https://www.harpswelladvisors.com/families-family-offices daily 0.75 2025-10-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/67931bd8-b615-44b6-a84d-d051eaad5207/Cows.jpg Families & Family Offices https://www.harpswelladvisors.com/community-foundations daily 0.75 2025-10-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/9e4923de-17e3-4e22-89a0-8bc4d410cf8e/SunTree.jpg Community Foundations https://www.harpswelladvisors.com/faith-based-institutions daily 0.75 2025-10-17 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/d036a302-049b-48b8-86c1-11d24f9ba5ed/CroppedChurch.jpg Faith Based Institutions https://www.harpswelladvisors.com/family-office-advocate daily 0.75 2019-03-21 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553191201614-7JQTX29I3DIN6SX3SCPQ/DSC_0295.jpg Family Office Advocate https://www.harpswelladvisors.com/disclosure-terms-of-use daily 0.75 2025-04-01 https://www.harpswelladvisors.com/speaking-engagements daily 0.75 2026-02-02 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553197474245-3DP5HJB4VNJ22I1XDB3N/port82.jpg Speaking Engagements https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/c6dc21ce-8180-4c78-8b41-ce0c289fc179/Conference.png Speaking Engagements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/7d546526-bd5b-4559-9d9b-3e32d84cf289/OpalGroup-Forum.png Speaking Engagements - Investing with Purpose: Aligning Values, Capital and Impact Tuesday July 28, 2026 3:20pm https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1615906615729-ZNDWXPVIJ9FICXJBZTMD/logo.png Speaking Engagements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/c4058fdf-5924-4256-a0a0-d7c4c2ba786b/Foliage.jpg Speaking Engagements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/harpswell-leadership daily 0.75 2026-01-07 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553533472635-LXKZSHSHC9YJLTF6MRVX/DORY-760x597.png Harpswell Team https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1553181768382-9RFZWJOPXVCYFA0885TB/seals.jpg Harpswell Team - Vanessa Bryant, Vice President Vanessa has over 20 years managing relationships, leading detailed orientated operations and building businesses infrastructure. Prior to joining Harpswell Advisors, Vanessa successfully owned and operated Invision Ink Promotions from 2004 to 2015, a marketing and advertising firm providing services to fortune 500 companies including TD Banknorth, Mechanics Savings Bank, Schering-Plough and Gillette. Prior to Invision Ink, Mrs. Bryant was Marketing Manager at the Saltwater Institute a non-profit started by the principles created by Tom Chappell (Owner of Tom’s of Maine). Vanessa Bryant earned a Bachelor of Science degree in Business Economics from University of Maine. She currently sits on the board of Yarmouth Daycare Center, she continually involves herself in raising monies for the Cancer Community Center and is a volunteer for Girls Scouts of Maine Troop #11. Previously Vanessa co-founded a charitable event with proceeds donating to the Boys and Girls Club of Greater Portland. She has volunteered at Preble Chapel Child Care Center and was on the special events committee for the Sweetser Foundation. Vanessa resides in North Yarmouth, Maine with her husband James M Bryant, and their two children. Vanessa is a coach for Cumberland-Greely youth soccer program and also enjoys time spent with her family, skiing, hiking and boating. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/52086d6f-ae59-4a2a-967c-80d0859dfabd/Moosehead.jpg Harpswell Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/faq-inform daily 0.75 2024-08-26 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/1551899678466-Z5BUSG6VRAB21RCMMLU4/Logo.png FAQ Inform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/how-nonprofits-can-best-weather-financial-storms daily 0.75 2023-06-01 https://www.harpswelladvisors.com/marketing-insights daily 0.75 2025-05-20 https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/f0a24f04-d108-49bb-8b82-bcfe0d8049a2/TidesWEB.png Marketing Insights - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/d9d99014-df1b-4616-942d-52195ee1c825/SummitSpeakers.png Marketing Insights - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5c587bba3560c3532d948565/666afb5d-dd49-4d78-9843-7069784f2e86/DORY+++Harpswell.jpg Marketing Insights - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.harpswelladvisors.com/careers daily 0.75 2025-12-30