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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2007
- Office Locations
- 1
Office Locations
About Good Harbor Advisors, Inc.
Good Harbor Advisors (GHA) provides investment management and holistic financial planning for individuals and families, with dedicated retirement income and estate planning support. The team uses an active, institutionally informed portfolio management approach and partners through life changes rather than set-and-forget advice. Also delivers tailored financial education seminars for employers, nonprofits, and family trusts; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW MILLER BABSON
Advisor, DIRECTOR, Secretary
- CRD
- #4758346
- Ownership
- 50% but less than 75%
DONNA IRENE CROCKER
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #1496443
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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LONNIE RANSOM MAYER
--
- CRD
- #6010213
ANKE PARPART
Advisor
- CRD
- #5448993
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,748,183 | $517,439 |
| Non-Discretionary | $0 | -- |
| Total | $333,748,183 | $517,439 |
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Separately Managed Accounts
Total SMA Asset: $333,748,183
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $342,703,067 | 6.9% |
| Cash | $993,342,224 | 20.0% |
| Equity - Exchange | $923,808,268 | 18.6% |
| U.S. Government/Agency | $322,836,223 | 6.5% |
| Municipal Bonds | $1,291,344,891 | 26.0% |
| Corporate - Investment Grade | $1,092,676,446 | 22.0% |
| Total | $4,966,711,119 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION | FRONTIER PIONEER | AOPE1S35U | DYUAH | 3.48% | $76,223,536 |
| HORIZON VECTOR | HORIZON RIDGE | 6B9MHC9T3 | RAJGB | 4.68% | $119,844,093 |
| RIDGE CATALYST HORIZON | VERTEX SIGNAL | LA9M315X1 | IIH | 4.36% | $30,694,294 |
| HARBOR PIONEER | PIONEER ZENITH | J0APPAP20 | AEQX | 11.07% | $84,833,415 |
| NORTH PATHWAY | QUANTUM MOMENTUM | 0WJERARB6 | KXJ | 9.03% | $111,371,939 |
| TIMBER INSIGHT EAGLE | MERIDIAN PEAK | Q2U4NUHJH | ZOXE | 4.63% | $23,156,751 |
| UNISON PIONEER | MOMENTUM MERIDIAN | MUKWAG6I2 | RHH | 3.23% | $112,087,210 |
| OAK PIONEER ATLAS | VITAL ZENITH | E0UB2A0FO | ZRQ | 7.05% | $46,009,145 |