A curated cohort of boutique managers.
The boutique manager landscape is our domain – and we make it our goal to stay on top of who’s out there and how they’re performing. Our standards for partnership are high. Every manager is evaluated until we believe they’re capable of delivering results. Every product starts with an idea that we attempt to analyze from every angle. We only want to work with the best. Not everything makes the cut – and it never will.
Insights, Research, and Resources
Global Equity Outlook 2024
The Year of Index Concentration
January 31, 2025According to Harbor’s subadvisor C WorldWide, 2024 will go down in history as the year of unprecedented Index concentration. In this outlook, they discuss the continuation of these extreme levels of index concentration and share their views on some important investment themes and the market outlook for 2025 and beyond.
Why a Client Niche Can Be Your Not-So-Secret Sauce for Business Growth
How to Use AI to Get Started
January 24, 2025By narrowing your focus to a specific client niche, you can create a practice that not only grows faster but also builds stronger, longer-lasting client relationships. Let’s dive into why finding your niche matters and how you can get started.
The Active Advisor Podcast
0Investment Partners
0Assets Under Management
0Strategies