About Us
Founded in 2004, Harborside Group is an investment sales and financial marketing firm specializing in distribution for asset managers and financial advisors. Our professionals average 15 years of financial industry experience.
Our first-hand knowledge of the marketplace enables us to develop effective campaigns to help you reach your sales and asset retention goals. We seek to understand what differentiates a firmʼs product and investment approach, and to deliver well-coordinated, thoughtful solutions.
Since its inception in 2004, Harborside has continued to refine and expand the sales and marketing programs it provides for its clients. The goal is always to provide effective and innovative ways to competitively position our clients' solutions to financial advisors in an increasingly crowded market.
2004
Harborside commences operations
2007
Office expands
2008
eLert program offered
2009
PR services added
2010
Harborside grows to 10 employees
2011
Annual product sales top $500 million
2012
Video services added
2013
Annual product sales top $1 billion
Office expands
2014
Annual product sales exceed $1.5 billion
2015
New York office opens
Harborside grows to 25 employees
Annual product sales top $2 billion
2016
Office expands
2017
Over $175 billion total marketing assets
33,000+ Financial Advisors serviced by Harborside
Over 3,000 Advisors were first time purchasers
Mutual funds and SMAs added to portfolio of client products sold
2018
Annual product sales top $2.5 billion
Institutional marketing added to marketing service suite
Private funds added to sales services
National marketing program created every 2 days
2019
40,000+ Financial Advisors serviced by Harborside
ETFs added to sales and marketing services
Marketing assets top $225 billion in assets
2020
Harborside grows to 35 employees
1 out of every 7 Financial Advisors nationally have a Harborside relationship
Harborside creates comprehensive series trust including distribution services in collaboration with U.S. Bank
Harborside’s annual product sales near $3 billion
2021
Launched RevBuilder360
2022
Opened offices in Denver and Charlotte, NC
Total Fund Solution Series Trust's first brand Cromwell Funds commenced operations
2023
Expands distribution effort into the Consultant channel
Cromwell Funds adds sixth fund to family line-up
2024
Harborside reaches $4 billion in annual product sales
4,000 Financial Advisors purchased a clients’ product for the first time
2025
Harborside introduces a comprehensive distribution analytics platform to client base
