Our team offers expertise in sales, marketing and public relations to help you position your products effectively to the intermediary marketplace. Our goal is to help you grow assets and develop advisor relationships.


Asset retention is the critical determinant of long-term profitability.

Sales effectiveness is the key to any firm's lasting success. Harborside's expertise in developing highly-focused sales approaches and providing effective sales support can help steer your efforts in the right direction. Our expertise in national account sales, field sales and sales management can provide thoughtful guidance on how best to penetrate intermediary channels in a cost effective manner. We work with and on behalf of select asset management clients to execute customized sales approaches that yield impressive asset gathering and retention results.

Sales Services


We are an investment firm that provides marketing…not a marketing firm that tries to understand investments.

Harborside's marketing team is comprised of experienced industry professionals that can provide a full range of custom marketing services to support your sales and asset retention efforts. The goal is a fully integrated sales and marketing effort to help build your firm's assets. We work closely with our clients' internal departments to make certain that brand and messages are closely aligned, and that materials meet regulatory and compliance requirements.

Marketing Services

Public Relations

Gaining national visibility for your firm and investment products can be challenging.

Performance alone often doesn't do the job, and sales teams often have a limited reach. We provide comprehensive, proactive public relations services to increase national visibility for asset managers and financial services companies. Our primary emphasis is trade publications that cater to the professional buyer. Our media contacts run deep and our clients enjoy the distinct advantage of relevant, proactive message development.

Public Relations Services


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