Harborside Expands Distribution Effort into the Consultant Channel

Baltimore, MD - July 2023 - Harborside Group, the largest and comprehensive independent sales and marketing firm serving the asset management industry, announced that the firm has added the Consultant Channel to its comprehensive intermediary channel coverage. Harborside also provides proactive sales and marketing coverage to the Financial Advisor, Retirement Plan and Bank Trust channels.

“We are pleased to expand our sales and marketing coverage to the Consultant Channel,” stated Brian Nelson, President of Harborside Group. “Our focus is on the 150-175 smaller, independently owned consulting firms that serve a regional or local client base. We find these firms are looking for high-quality managers not normally offered at the national firms to differentiate themselves in the marketplace from their competition. Since they are independently owned, these smaller high-quality consulting firms are far more entrepreneurial than the national firms and can identify more closely with highly regarded boutique managers.”

About Harborside Group

Celebrating its 20th anniversary in 2024, Harborside is an investment sales and financial marketing firm based in Baltimore, MD, specializing in comprehensive distribution solutions for asset managers and financial advisors. Harborside provides its marketing services to clients with collective assets exceeding $200 billion.

<< Go back to the previous page

Did You Know
Copyright 2020 All Rights Reserved Site Map