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Advanced Planning Checklist: Are You Doing These 4 Things?

December 16, 2024
At its core, advanced planning is all about deploying a range of expertise to address clients’ financial needs beyond investment management. Done well, it can help build trusted, long-term relationships that may lead to additional assets under management and introductions to qualified prospective clients. For many investors, there’s a gap in these services.
Harbor Capital AdvisorsPractice Management
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How Are Active Boutique Managers Thinking About the 2024 U.S. Presidential Election?

Thoughts from Harbor’s Strategic Investment Partners

October 30, 2024
We know that the 2024 U.S. presidential election is a consequential one, with impacts that extend well beyond November 5th. From an active investing point of view, our team at Harbor wanted to offer some perspectives for our clients about how our strategic investment partners are viewing things.
Harbor Capital AdvisorsGeneral Topics
Man inserting ballot into ballot box
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Harbor Consensus Highlights – Q3 2024

Harbor Investment Partners Operating in a Low-Conviction Macro Environment, Highlighting the Increasing Importance of Prudent Stock Selection for Alpha Generation

October 16, 2024
Each quarter, we conduct the Harbor Consensus, a survey of our investment partners, which most recently highlighted the increasing importance of prudent stock selection for alpha generation.
Harbor Capital AdvisorsGeneral TopicsThematic Markets
Harbor Consensus Highlights Q324
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Advisors Who Serve High-Net-Worth Clients: Are You Doing These 5 Things?

September 12, 2024
Are you ready to move upmarket, attract wealthy clients, and substantially increase your assets under management? Now’s the time to take action.
Harbor Capital AdvisorsPractice Management
Stick figure with a tie holding 3 people outlines in his hand with 3 stars above their heads
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U.S. Large Cap Growth Equities

Opportunities & Considerations for 2024 & Beyond​

September 03, 2024
Delve into U.S. Large Cap Growth Equities: Emphasizing long-term growth, competitive advantages, and strategic responses to market volatility and financial conditions.
Harbor Capital AdvisorsDomestic EquityThematic Markets
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