Harbor Point Capital Management

About Us

We are a Registered Investment Advisor providing expert fixed income and sophisticated asset allocation equity strategies for individuals and institutions. Charles Lavrentios has greater than 30 years of relevant experience, having been the financial steward for clients at US Trust Company, Merrill Lynch, and Morgan Stanley prior to launching this client focused, fee-only wealth advisory firm.

Our mission is to help clients manage, grow, preserve, and transition their wealth. In an ever increasing complex global financial marketplace we provide insight and guidance as we build transparent and liquid portfolios based on a foundation of independent and objective research in a dynamic, principled, and conflict free environment.

Contact Us

Address: Harbor Point Capital Management, LLC | 400 Trade Center Drive STE 5900 | Woburn, MA 01801
Tel: (774)893-3351
Email: charles@harborpcm.com