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Taking the Lead

Elyse Foster has learned that clients need a confident hand guiding them in times of trouble.

Kate Stalter, 07/07/2011

This article first appeared in the June/July 2011 issue of Morningstar Advisor magazine. Get your free subscription here. 

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Elyse Foster, CFP, principal, Harbor Financial Group

How she caught our eye: Creates three-tiered portfolios for clients, including a strategic area that emphasizes long-term holdings such as real estate and natural gas.

Career path: Graduated from the University of Colorado in 1977 with a degree in political science and comprehensive studies in economics. Early career included corporate accounting and investment banking. Founded Harbor Financial Group in 1988.

Personal: Married with two children.

Favorite funds: Fairholme FAIRX, Yacktman YACKX, First Eagle Overseas SGOVX, Permanent Portfolio PRPFX, Ivy Global Natural Resources IGNAX, Templeton Global Bond Adv TGBAX.

Elyse Foster believes that one of an advisor's most important roles is that of leader. That's a key lesson she learned from the 2008 market downturn, and one that she conveys to her staff at Harbor Financial Group in Boulder, Colo.

It's a starting point for Foster as she seeks to guide clients toward financial security. "A very big goal I have is giving my clients freedom from worry," she says.

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