Award-winning Investor Relations Advisory for Small & Mid-Cap Companies

In Honor of Women’s History Month

We sat down with Fatima Dickey and Diana Richey to learn about the role women play in shaping capital allocation and how their experiences have influenced their approach to investing. From risk discipline to navigating a still male-dominated industry, their insights shed light on how perspective, incentives, and independent thinking shape investment decisions.

conversations
A Conversation with Fatima Dickey
A Conversation with Fatima Dickey

Fatima Dickey of Lagoda Investment Management shares her perspective on risk, capital allocation, and the realities women still face in the investment industry. Drawing on two decades of experience managing portfolios, she shares how she approaches risk, why owner-operators matter in her investment strategy, and what it takes to stay disciplined when markets move against consensus.

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A Conversation with Diana Richey
A Conversation with Diana Richey

Diana Richey, an investor, tax attorney, and writer whose work explores the intersection of disciplined financial practice and intentional living, offers her thoughts on risk, capital allocation, and how a thoughtful approach to markets can support long term financial resilience.

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  • The city skyline from the Financial District or perhaps Wall Street at sunset, with investment bank skyscrapers reflected in the water.

    Grow institutional ownership. Strengthen liquidity.

    GET STARTED

Institutional-grade investor relations

Close the gap between value & potential. 

Harbor Access helps clients build informed, long-term relationships with the investment community. Drawing on more than two decades of global capital markets experience, we work alongside small and mid-cap companies to close the gap between operating performance and market recognition. We address the core factors that define investor understanding and valuation through clarity, precision and discipline.

Build trust with clarity & consistency.

We are specialists by design, built for small and mid-cap companies, where execution, clarity, and discipline matter most. Our approach combines strategic insight, disciplined communication, and investor access to ensure performance is clearly understood and trusted over time. We help companies communicate with confidence and compete on fundamentals, not noise.

Listen to Jonathan Paterson Harbor Access’ founder on Irwin's Winning IR podcast. 

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Investor Access is a key part of our business, and our core competency - so much so, it’s in our name.

Connect with the right investors

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WE ARE ADVISORS. WE ARE FACILITATORS.

  • As North American Investor relations specialists, we help unlocked doors to institutions, family offices, hedge funds and HNW people.

    ACCESS

  • Harbor Access is your capital markets compass with investor relations and capital markets consulting focused on small & mid-cap companies looking to re-rate and improve investor access.

    GUIDANCE

  • Reframing equity stories for U.S. capital allocators and frameworks.

    RESULTS

IR by HA

Here’s what investors and clients say:

  • CFO, Technology Company

    "Harbor Access was instrumental in increasing the company’s market exposure, liquidity and most importantly access to patient capital, a fundamental building block for a TSX Venture company. They understood our vision and corporate plans in great depth, and worked seamlessly with us to refine and execute it. During the 3 years of working together, we raised over $CAD 5 million in venture capital. They are a delightful team with deep expertise."

  • VP, Investment Banking

    "Through my capacity as a capital allocator I was always keen to ensure that the companies we invested in were well represented in terms of investor relations. Harbor Access is my go to referral as they are targeted, considerate and professional in positioning their clients with the right investors. Effective in all their interactions I would highly recommend them!"

  • Corporate Secretary & VP, Corporate Development, Mining

    The Harbor Access team has kept us focused on the tasks that we can control, while helping us manage those we cannot. We have been very impressed with their long-term approach to building relationships with the investment community, many of which are now coming to fruition and the pipeline of potential investors continues to grow. I appreciate they tell us the truth, no BS—ever.

“Brevity is the soul of wit.”

— William Shakespeare, ‘Hamlet’