Harborside Group Secures 90th Dealer Agreement for the Cromwell Funds

Baltimore, MD - November 2023 - Harborside Group, the largest and comprehensive independent sales and marketing firm serving the asset management industry, announced that its national accounts team secured the 90th dealer agreement for the Cromwell Funds. This impressive dealer count was attained in less than two years for the newly formed fund company.

“We are pleased to expand beyond our Baltimore headquarters and attract a considerable talent pool of asset management professionals in both cities,” said Brian Nelson, President of Harborside. “As Harborside continues to expand its national client base, the need to attract additional talent beyond our Middle Atlantic market was obvious. Each new office is led by an experienced Harborside employee that understands our highly successful proprietary distribution model.”

“The dealer agreement process has become much more complex over the past several years,” stated Brian Nelson, President of Harborside Group. “Many firms continue to rationalize their mutual fund line-up and make the inclusion of new funds more restrictive. Our national accounts team has grown substantially over the past few years, and their efforts are instrumental for our asset management clients to achieve success in the critical Financial Advisor channels.”

“Cromwell Funds commenced operations in March 2022 and grew its product suite through four fund adoptions and two new fund launches,” said Stephen Baird, Chief Operating Officer of the Cromwell Funds. “Fund adoptions are highly technical in nature and Harborside’s national accounts team provided the strategic direction and tactical implementation that enable Cromwell to market to over 70,000 Advisors and RIA firms throughout the country. What would normally take five to 10 years to accomplish, if at all, was completed in less than two years.”

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.

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