Harbor Capital Advisors Expands Portfolio Solutions Offering with Introduction of New Flagship Model Portfolios
Harbor Capital Advisors, a well-established asset management firm recognized for its ability to source high-quality investment talent from across the global marketplace, has announced the launch of its new Flagship Models, a comprehensive suite of model portfolios built to support the evolving needs of financial advisors and their clients. This launch represents a strategic expansion of Harbor’s existing investment platform and underscores the firm’s ongoing commitment to enhancing the resources, flexibility, and investment frameworks available to wealth management professionals.
The Flagship Models suite includes 28 total model portfolios, comprised of 25 allocation-based models designed for varying levels of risk tolerance and investment objective needs, along with three income-oriented models focused on generating steady cash flow. These models are grounded in Harbor’s longstanding investment philosophy, which emphasizes thoughtful research, disciplined asset allocation, and a commitment to partnering with top-tier asset managers.
Kristof Gleich, President and Chief Investment Officer of Harbor Capital Advisors, emphasized that the launch aligns with the firm’s broader strategic vision. “We see this as a natural extension of Harbor’s mission to deliver differentiated investment capabilities. The Flagship Models represent a growing opportunity for us to serve our clients with even greater precision, flexibility, and insight,” he stated. Gleich noted that these models offer financial professionals the ability to leverage Harbor’s expertise while preserving the freedom to tailor portfolio solutions according to their clients’ unique financial goals.
Portfolio Development and Oversight
The development and ongoing management of the Flagship Models are led by Jason Alonzo, Head of Portfolio Solutions, and supported by Harbor’s Multi-Asset Solutions Team. Together, the team integrates a range of investment techniques, including:
- Strategic asset allocation, to establish long-term risk and return targets
- Tactical asset allocation, to capitalize on short-term market opportunities
- Tax-aware investing, to help optimize after-tax outcomes for clients
This layered approach is designed to provide consistency and clarity in portfolio design while supporting the advisor’s ability to maintain customization and control. For many advisors, this balance—greater efficiency without sacrificing personalization—is increasingly critical in a competitive and rapidly evolving advisory environment.
“It’s about helping advisors do what they do best,” said Alonzo. “Our role is to provide frameworks and tools that strengthen advisor workflows and deepen client engagement, not replace the advisor’s judgment.”
A Full Platform Designed to Support Advisor Growth
The introduction of the Flagship Models accompanies a broader suite of services that Harbor offers to financial professionals. These services are centered around four core support pillars:
1. Multi-Asset Solutions
Advisors can access support across a range of portfolio construction needs, including:
- Blended strategic and tactical asset allocation approaches
- Support for stock selection and asset pairing
- Fully custom portfolios or modular à la carte components
2. Investments and Custom Portfolio Support
Harbor assists advisory firms in scaling investment management activities and operational workflows, offering:
- Custom-built portfolio solutions
- Guidance on investment selection and integration
- Specialized research to support complex client cases
3. Research and Market Analysis
Harbor provides access to ongoing investment intelligence, including:
- Capital Market Assumptions (CMAs)
- Strategic and tactical allocation recommendations
- Manager research and due diligence capabilities
4. Operational and Client Communication Support
To help facilitate seamless implementation and client servicing, Harbor delivers:
- Consulting for model deployment and trading execution
- Reporting, attribution, and performance analytics
- Client education materials, including portfolios summaries and market commentary
These combined resources allow advisors not only to implement model portfolios effectively but also to articulate value to their clients in an informed and confident manner.
Spenser Lerner, Head of Multi-Asset Solutions, highlighted the broader purpose behind the launch. “We’re excited to bring these models to market. They’re not just portfolios—they’re a framework for pursuing better outcomes and deeper engagement with clients.”
About Harbor Capital Advisors
Harbor Capital Advisors manages $67.5 billion in assets under management (AUM) as of September 30, 2025. The firm is widely recognized for its ability to curate investment managers whose strategies demonstrate innovation, disciplined execution, and the potential for superior risk-adjusted performance. Harbor partners with boutique and specialized asset managers globally, enabling advisors to access investment talent that may otherwise be difficult to source directly.
Harbor’s approach is grounded in a research-driven investment discipline and a deep understanding of market dynamics. The firm emphasizes long-term portfolio construction principles while maintaining the flexibility to adapt to changing economic and market environments.
The Harbor Capital Advisors model portfolios are made available solely for use by financial professionals. Unless expressly agreed otherwise in writing, these model portfolios are educational tools and are not investment advice or personal investment recommendations. Financial professionals are responsible for applying their own judgment and understanding of client circumstances when considering the use of these model portfolios.
Model portfolios may include Harbor-sponsored mutual funds and ETFs, meaning Harbor may receive fees based on assets invested in affiliated funds. This can create potential conflicts of interest that financial professionals should evaluate in the context of client needs and investment suitability.
All investments involve market risk, including the potential loss of principal. Performance may vary due to changing market conditions, interest rate shifts, credit events, currency fluctuation, geopolitical risks, or other market and economic factors. International and emerging market investments generally carry higher risk profiles. Diversification and asset allocation strategies cannot guarantee profit or prevent loss.
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