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Harbor Ithaka
SEC-regulated
Registered investment advisor
Harbor Ithaka WM, led by Carlos A. Machado, offers wealth management services with a focus on finance. Mr. Machado, with an academic background in Business and Administration, has been in the financial industry since 2003. He holds a Series 65 and a Private Wealth Management Certificate from Wharton University. Together with co-founder Rafael Alcantara-Lansberg, they aim to develop a unique investment philosophy. Mr. Machado serves as Risk Analytics Director and Portfolio Manager, specializing in fixed income strategies and portfolio monitoring services for institutional investors. The firm has no disciplinary actions against it or its employees. Mr. Machado is also a Founder Member of Sky Trust Advisors LLC. Harbor Ithaka WM adheres to a Code of Ethics ensuring ethical conduct and conflict of interest avoidance. The firm prioritizes client trading over its own and reviews all transactions regularly. Clients can reach out to Mr. Machado for any account-related inquiries. The firm's contact information is (305) 755-7600 or [email protected].
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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