Harbour Trust Investment Management Company

Harbour Trust Investment Management Company Posted content is intended for informational purposes only. You should consult your own professional advisors for advice related to these topics.

It is not intended to provide and should not be relied on for investment, tax, legal, or accounting advice. As a fiduciary, Harbour Trust advisors are legally and ethically bound to do what is in the best interest of our customers.

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice for our country. We are...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice for our country. We are grateful for their service and dedication ❤️

Starting a financial plan can feel intimidating—but it doesn’t have to be. Many people worry they’re “too late,” don’t h...
04/30/2026

Starting a financial plan can feel intimidating—but it doesn’t have to be. Many people worry they’re “too late,” don’t have enough saved, or think their finances need to be perfect before they begin. In fact, many of our clients felt the same way before getting started.

The reality is that a financial plan is simply a starting point. It helps you understand where you are today and where you want to go.

You don’t need to have everything figured out to begin—that’s exactly what a plan is for. If you’ve been thinking about putting one in place, we would love to talk to you and welcome the opportunity to help.

Call 219.877.3500 or visit harbourtrust.com.

Independence allows us to stay focused on what matters most: our clients. As an independent trust company, Harbour Trust...
04/26/2026

Independence allows us to stay focused on what matters most: our clients. As an independent trust company, Harbour Trust isn’t tied to proprietary products, sales quotas, or outside shareholders. Our only priority is doing what’s best for the families we serve.

Our fiduciary responsibility guides every recommendation. Independence gives our clients clear advantages: unbiased advice, broader investment flexibility, long term continuity, and decisions made locally by professionals who know their client’s goals.

Discover the Harbour difference at harbourtrust.com.

The greatest compliment we can receive is a referral, which is why we are proud to say that 90% of our business comes fr...
04/22/2026

The greatest compliment we can receive is a referral, which is why we are proud to say that 90% of our business comes from referrals.

Our firm continues to grow because clients trust us enough to introduce us to the people they care about—friends, family members, and colleagues who may also benefit from thoughtful financial guidance.

If you know someone who could use a second opinion on their investments or help building a financial plan, we would truly appreciate the introduction. We’re always happy to have a conversation and see if we can help.
Thank you for the continued trust you place in us.

04/17/2026

A Great Financial Plan Includes All of These Team Members

Someone’s Financial team usually includes several professionals who each handle a different part of the financial picture. Common members include:

1. Financial Advisor / Wealth Manager – The main point of contact. They help set financial goals, build the overall strategy, and coordinate the rest of the team.
2. Portfolio Manager / Investment Manager – Responsible for selecting investments, managing portfolios, and adjusting allocations based on market conditions and client objectives.
3. Financial Planner – Focuses on long-term planning such as retirement projections, cash-flow planning, education funding, and major life goals.
4. Tax Professional (CPA or Tax Advisor) – Helps structure investments and withdrawals in a tax-efficient way and assists with tax planning strategies.
5. Estate Planning Attorney – Handles wills, trusts, and other legal structures to ensure assets transfer according to the client’s wishes.

Let Harbour Trust be a member of your team. Call 219.877.3500 or visit harbourtrust.com.

Without a plan, how do you know if you're on the right track?At Harbour Trust, our focus goes beyond managing investment...
04/14/2026

Without a plan, how do you know if you're on the right track?
At Harbour Trust, our focus goes beyond managing investments—we help our clients accomplish their financial goals. Our mission is to guide them while preparing for the different stages of life through thoughtful financial planning. From investment management to support with retirement strategies, tax planning, estate considerations, and more, we work to keep their plans aligned with what matters most to them.

If you’d like to create a financial plan, we welcome the opportunity to connect. Call 219.877.3500 or visit harbourtrust.com to learn more.

We are proud to support the many dedicated individuals who make up our business community through events like the Michig...
03/17/2026

We are proud to support the many dedicated individuals who make up our business community through events like the Michigan City Chamber of Commerce Annual Awards Dinner and Celebration. Thank you, Harbour Trust's Mike Hackett, Brian Merrill, Jack Bobillo, and Bryant Dabney, for attending this year and celebrating the evening with colleagues, family, and friends. Congratulations to all of the award recipients.

A new year is a good time for a financial check-in. We will review your full portfolio and help ensure your strategy sti...
02/27/2026

A new year is a good time for a financial check-in. We will review your full portfolio and help ensure your strategy still fits your goals. Here’s to a smart start to 2026! Reach out today: harbourtrust.com/contact.

02/25/2026

Do you know when to start collecting Social Security?
There's no "right" age to begin receiving Social Security retirement benefits. It's a personal decision based on multiple factors, including how long someone wants to work and how much retirement income is needed. Reach out today to learn more: harbourtrust.com.

Our team can work with your tax advisor to help you navigate complex tax laws to optimize your wealth and reduce liabili...
02/21/2026

Our team can work with your tax advisor to help you navigate complex tax laws to optimize your wealth and reduce liabilities. Let us help your wealth work for you!

Reach out today: harbourtrust.com/contact



Statements regarding tax benefits do not constitute formal tax advice.

02/16/2026

Did you know that IRAs offer potential tax advantages that can significantly boost your retirement savings? Whether you choose a Traditional or Roth IRA, let us help you navigate your options for a secure future! Contact one of our IRA specialists today: harbourtrust.com



Statements regarding tax benefits do not constitute formal tax advice.

Address

1024 N Karwick Road
Michigan City, IN
46360

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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