Haber Investment Counsel

Haber Investment Counsel, LLC is a registered investment adviser specializing in providing investment advice, financial planning, and investment management services to ultra-high-net-worth individuals, individuals, and charitable organizations. Established in December 2016 and registered with the SEC in October 2019, the firm is owned by Cort Haber. Haber offers services such as financial planning, asset allocation, and active management of securities portfolios through separately managed accounts. Clients have discretion over decisions and are not obligated to act on recommendations. The firm manages assets totaling $274,238,293 as of December 31, 2021, with a fee structure based on a percentage of assets under management. Fees are debited directly from client accounts and can be prorated if management begins mid-quarter. Haber does not manage accounts with performance-based fees and primarily serves high net worth individuals, individuals, and charitable organizations. The firm's investment strategies focus on asset allocation, risk management, and utilizing both passive and active investment vehicles. Clients are advised on the risks associated with their investments, including market risks, fixed income risks, and risks related to alternative investments. Haber has discretion to manage client accounts, provides regular account reviews, and does not vote on proxies for client securities. The firm has no disciplinary information and maintains custody of client assets through a custodian.