Baltimore, MD – August 2020 – Harborside Group, an investment sales and marketing firm specializing in intermediary distribution for asset managers, announced that the firm has jointly created new product formats for several clients who remained focus on their growth plans regardless the coronavirus pandemic.
“We are pleased that even during the government-mandated shutdown and the months that followed, we have worked with multiple clients to expand their product line-up,” said Brian C. Nelson, President and Managing Director of Harborside. “Rather than overreact to short-term, market-driven news, our clients have remained focused on their long-term goals.”
Harborside has worked in conjunction with several clients in 2020 to successfully develop and release new investment product formats to sell to the financial advisor channel over the past several months. Harborside believes these new product formats will generate new opportunities across multiple advisor sub-channels.
“Regardless the market environment,” said Mr. Nelson. “We help our clients focus on new business development and asset gathering opportunities.”
Since 2004, Harborside has been providing innovative private label sales and marketing programs to asset managers with assets generally between $2 billion and $25 billion. With its 35 employees, Harborside generates annual sales between $2-$3 billion and services over $225 billion in combined assets for its marketing clients.