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The focus of our firm, Harbor Ithaka WM (formerly "New Market Analytics") is on safeguarding wealth by designing solutions that allow for the better understanding, tracking and management of the risks embedded throughout a client's entire investment portfolio, including businesses, real assets and financial assets. 

We believe that proper diversification must incorporate the entire client balance sheet. That "wealth management" should be able to provide "clarity" about the nature and distribution of the risks embedded in the "entire balance sheet" and provide tools that "facilitate" risk and opportunity management. Portfolios of financial securities must be primarily designed to serve t...

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