![Harbour Trust & Investment Management Company Harbour Trust & Investment Management Company](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/logos/MEMBER_PAGE_HEADER/MC_Lighthouse.jpg)
![Harbour Trust & Investment Management Company Harbour Trust & Investment Management Company](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/logos/MEMBER_LOGO/HTC_Logo.jpg)
Categories
Financial InstitutionHarbor Country Chamber of Commerce Member Directory
- 1024 N Karwick Road Michigan City IN 46360
- (219) 877-3500
- (888) 649-8969
- (219) 877-3501
- Send Email
- www.harbourtrust.com
Hours:
8:00am - 5:00pm cst
Driving Directions:
US 12 and turn on Karwick Rd toward Long Beach.
About Us
As a corporate fiduciary we serve as your trustee and work with your legal, tax, and other advisors throughout the estate planning process to help you execute your plans. For IRA accounts whether it is a rollover from a previous employer or an established IRA account, we'll serve as the trustee for your account. As an investment management account we provide guidance to assist families in meeting their financial goals, and provide guidance as the trustee to your portfolio. Our goal through financial planning is to establish custom-tailored services that exceed your personal needs. You have multiple professionals available that are accessible and responsible for managing client relationships including tax services.
Highlights
- Individual Retreiment Accounts
- Investment Management Accounts
- Trust Execution & Administration
- Financial Planning
- Tax Services
Images
![Harbour Trust Front Entrance Sign Harbour Trust Front Entrance Sign](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/Harbour_Trust_Sign.jpg)
![Matt Hollander, CPA Matt Hollander, CPA](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/7909_Hollander._Matt_.jpg)
![Larry Piotrowski, Wealth Advisor Larry Piotrowski, Wealth Advisor](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/Larry-_No_logo.jpg)
![Stephanie Oberlie, President & COO Stephanie Oberlie, President & COO](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/7149_Oberlie._Stephanie_.jpg)
![Michael Hackett, SVP Director Wealth Advisory Services Michael Hackett, SVP Director Wealth Advisory Services](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/7159_Hackett._Mike_.jpg)
![Nathan Cobbs, VP Director New Business Development Nathan Cobbs, VP Director New Business Development](https://chambermaster.blob.core.windows.net/images/customers/3583/members/819/photos/GALLERY_MAIN/7165_Cobbs._Nate_.jpg)