Harborside’s Clients Top Morningstar Categories in Cash Flow

Baltimore, MD - April 2020 – Harborside Group, an investment sales and marketing firm specializing in intermediary distribution for asset managers, announced that two of the firm’s clients topped their respective Morningstar categories for net cash flow in March 2020.

“We are delighted that two of our long-standing clients achieved that noteworthy feat in March,” said Brian C. Nelson, President and Managing Director of Harborside. “During the economic shutdown and the resulting market collapse, we focused on providing timely and frequent portfolio updates to Financial Advisors who owned our clients’ products. The flow of information gave them the confidence to increase their position and take advantage of the market’s substantial decline. Impressively, one of these two clients experienced more net inflows in March than Vanguard, American Funds, BlackRock and T. Rowe Price.”

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 marketing clients with over $225 billion in combined assets.

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