Harbour Trust & Investment Management Co. has reached its 25-year milestone and executives say there’s still more work to do and clients to serve.
The Michigan City-based firm marked more than two decades of operation with a ribbon cutting Aug. 24 by the Michigan City Chamber of Commerce and the Economic Development Corp. Michigan City.
“We would not be here today without the support of our founders, Bob Rose and Leon Dargis,” said Stephanie Oberlie, CEO of Harbour Trust. “Harbour Trust was started on the simple thought of providing trusted client relationships each and every day. That is our mission, every day, and each person here signed up to follow through on that mission.”
Bob Rose, founding partner and company chairman, said the company’s success can be attributed to the relationships it has built with clients, staff, vendors and shareholders.
“It is a far more difficult, expensive, and regulated industry than it was 25 years ago, but the secret to success remains the same – building strong, lasting relationships,” he said.
Harbour Trust’s mission is to help clients in Northwest Indiana and beyond achieve their financial dreams. As a fiduciary, the company’s advisors are legally and ethically bound to do what is in the best interest of their clients.
Rose said it was a collaborative effort between company executives and staff which helped it reach its 25-year milestone.
“I truly believe that if the company continues to make sound decisions, this will be a $5 billion to $10 billion trust company at our 50th anniversary,” he said. “Not one sole person is responsible for our success. We got to where we are today as a team, and we will continue to see success by working together.”