We asked the guests on The Active Advisor, “What’s one question you think all clients should ask their advisors?” Take a look at their answers! What would you add to the list? 🔸 Are you a fiduciary? Barbara Ginty, CFP®, CEPA® 🔸Am I okay? Matt Zeigler 🔸Why do you do what you do? 🔸How do you define excellence? Randy Cohen 🔸Do you manager your investment portfolio the same way you manage my money? Anthony M. Zanetti 🔸What can you do that will make things better? James Studinger 🔸What do you like about your job? Thomas Fautrel 🔸 How do you get paid? Evan Pawloski 🔸Something you think they won’t know the answer to! Austin Lane, CFP® 🔸 How do I prepare for the next 5-10 years? Brian Probst 🔸 Why are you a financial advisor? Brett Danko 🔸 What’s your relationship with your immediate and extended family? Ted Durkin 🔸 How are you compensated? Jason Archambault, CFP®, CPA/PFS Matt Neyland, CFA, CAIA Benjamin Westney, CFP®, MBA 🔸 Where have you been most helpful to families you work with? Phil Buchanan 🔸 Ask questions to get to know the advisor as a person! Jigar Doshi, CRPC® 🔸 What gets you out of bed in the morning? Jim Flanagan, PhD
About us
We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a portfolio. The next great solution can come from anywhere, and we’re passionately obsessed with the thrill of the chase. So, we aim to push boundaries and blaze trails. Our pursuit of excellence knows no bounds. Unconstrained by geography and uncompromising in our due diligence, we scour the globe to find boutique partners with bold solutions. The hidden gems you’re unlikely to find anywhere else. The masters of their craft. The true artisans. The innovative thinkers who are exceptional at what they do and leaders in their distinct areas of focus. There aren’t many of them. But we’re always looking, always learning, always improving. We seek to analyze from every angle, driven by an intense curiosity to understand what challenges advisors and how we can help them. We’re perpetual ponderers, non-stop thinkers, and market fanatics. The advisors who work with us are too. And we don’t just want to earn their trust – we want to keep it. That means sourcing solutions in an effort to outperform peers, working together to navigate market and product complexity, and digging into research with those who share our fervor for details. As a manager of managers for most of our products, our independence enables a level of objectivity that we believe few others share. We're only biased when it comes to quality, so we can make swift decisions about who we partner with and what we recommend. We love what we do, and the magic of success is something we want to share with our clients – and their clients. Ready to get active? Visit www.harborcapital.com. View Harbor’s Social Media Guidelines: https://bit.ly/harborsmguidelines. 2956648
- Website
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https://www.harborcapital.com
External link for Harbor Capital Advisors, Inc.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Specialties
- mutual funds, CIT, ETF, finance, financial advisor, advisor, financial planning, active management, active, asset allocation, multi asset, retirement, retirement planning, wealth, wealth management, RIA, investment advisors, and behavioral finance
Locations
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Primary
Get directions
111 South Wacker Drive, 34th Floor
Chicago, IL 60606, US
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Get directions
33 Arch Street
20th Floor
Boston, MA 02110, US
Employees at Harbor Capital Advisors, Inc.
Updates
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The ETF market is growing, and we took action to try to be on the leading edge of that change. Here’s what you need to know about us: 🔹We launched our first ETF in 2021, and we believe we’re just at the start of our journey. Our lineup continues to grow. 🔹We offer a suite of active ETFs because we feel strongly that, with the right managers, active strategies can enable better outcomes. Coupled with the added benefit of transparency, liquidity, and low fees, we think active ETFs represent a compelling investment opportunity. 🔹For the majority of our ETFs, we work with a curated lineup of boutique managers from around the globe, each of whom delivers specialized expertise. This “manager of managers” approach affords us the potential ability to offer only what we truly have conviction in and believe will deliver results.
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In this episode of The Active Advisor, Jim Flanagan, PhD, President of Bentron Financial Group, Inc., and Jigar Doshi, CRPC®, Financial Planner, talk about how investors today are asked to be an expert in a lot of things past generations never had to think about: HR, health care, investing, and more. Listen in as they talk about how they help their clients plan for retirement in the face of information overload – and a lot of confusion. ➡️ YouTube - https://lnkd.in/gWCCd6pm ➡️ Apple Podcasts - https://apple.co/3G00p06 ➡️ Spotify - https://spoti.fi/3lWkDRA
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A new year, a new U.S. president, and a new Fed rate-cutting cycle. Have you been contemplating your allocations? When it comes to questions related to cash and bonds, we may have some answers: ✅Is there still a record amount of cash on the sidelines? (Resounding yes!) ✅ What happens to bond yields when the Fed starts cutting? (This is one to keep an eye on.) ✅Should I be holding cash at the beginning of a rate-cutting cycle? (History suggests no.) Our latest edition of Active Edge dives into research related to these questions and many more. See below for a quick-reference guide to some of the more popular questions we’ve been asked. Did we miss anything? Let us know! https://lnkd.in/eRjXcQjv
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Expanding your services to include advanced planning solutions may be the most powerful action you can take to better serve your clients and enhance your value proposition to attract and retain wealthier clients. What’s your plan? ✅Assemble a network. A great many advanced planning solutions can be implemented with the help of an accountant and an estate planning attorney, but depending on the level of sophistication of your clients’ financial issues, you may also need to enlist a life insurance agent, a personal lines specialist, an asset protection specialist, and others. Determine which contacts you’ll require to help support your clients and reach out to them. ✅Understand your clients’ needs. The better your knowledge of each client’s financial and personal life, the more on-target the recommendations in these plans will be. Make sure you have a program in place to stay in touch with clients, learn about their lives, and keep up with their goals outside of the routine interactions you have related to their investments. ✅Prioritize accordingly. Don’t overwhelm your clients with all the potential decisions they could face. Instead, focus on the areas of highest concern. Then guide them in taking one of three actions for each recommendation: Do it (implement the recommendation), drop it (do not implement the recommendation), or defer it (consider the recommendation again at a later time). Then, discuss and determine with clients the order in which the “do it” recommendations should be implemented – and why. ✅Stay current. Take advantage of every appropriate professional development opportunity to stay informed about the latest financial products, strategies, and regulatory changes. You owe it to your clients to provide the most accurate and up-to-date advice.
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We’re pleased to announce that Saumen Chattopadhyay, CFA®, CPA, FCA, has joined the firm as Head of Portfolio Solutions. This newly established role reflects our commitment to expanding our customized investment solutions for wealth management clients beyond our core product offerings. In his new position, Saumen will lead our efforts to extend our multi-asset solutions capabilities with distinct customized models across a range of platforms and identify opportunities for Outsourced Chief Investment Officer (OCIO) services. https://lnkd.in/gAgmbsEE
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