Harbor Capital Advisors Launches Flagship Models to Expand Portfolio Solutions Offering

CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors, a premier provider of investment solutions known for sourcing expertise, is proud to announce the launch of its Flagship Models, a new suite of model portfolios designed to meet the evolving needs of financial professionals and their clients.

This launch includes 28 total models—25 allocation-based and 3 income-based—spanning a wide range of risk tolerances and investment objectives. The Flagship Models reflect Harbor’s commitment to delivering thoughtful, research-driven solutions that build on its legacy of partnering with premiere asset managers.

“We see this as a natural extension of Harbor’s mission to deliver differentiated investment capabilities,” said Kristof Gleich, President and CIO of Harbor Capital Advisors. “The Flagship Models represent a growing opportunity for us to serve our clients with even greater precision, flexibility, and insight.”

Jason Alonzo, Head of Portfolio Solutions, leads model development. Portfolios are managed by Harbor’s Multi-Asset Solutions Team and incorporate strategic allocation, tactical allocation, and tax-aware strategies. These portfolios are designed to help advisors streamline their investment process while seeking to maintain customization and control.

A Platform for Growth and Customization

Beyond the Flagship Models, Harbor offers a robust suite of additional services to support advisors and institutions:

• Multi-Asset Solutions
  • Strategic and tactical asset allocation
  • Stock selection
  • Options for comprehensive custom solutions or à la carte
• Investments
  • Roadmap for scaling investment processes
  • Custom-built investment solutions
• Research & Analysis
  • Capital Markets Assumptions (CMAs)
  • Strategic and tactical asset allocation guidance
  • Custom research and manager due diligence
• Operations & Trading
  • Consulting on model implementation, trading environments, and reporting
• Content
  • Client communication collateral (research, market commentary)
  • Harbor Model Portfolio performance reporting and attribution
  • Educational investment materials

“We’re excited to bring these models to market,” added Spenser Lerner, Head of Multi-Asset Solutions. “They’re not just portfolios—they’re a framework for pursuing better outcomes and deeper engagement with clients.”

With the launch of Flagship Models, Harbor Capital Advisors continues to evolve as a trusted partner for financial professionals, offering scalable, customizable, and research-backed investment solutions.

Harbor Capital Advisors is an asset manager known for curating best-in-class investment talent and delivering innovative solutions across asset classes. Harbor is committed to helping advisors and institutions achieve their goals through thoughtful portfolio construction and deep investment insight.

Access more information about Harbor’s Portfolio Solutions.

About Harbor Capital

Harbor Capital Advisors is an asset manager with AUM of $67.5 billion as of September 30, 2025, and is known for prudently curating innovative investment strategies from boutique managers from around the globe. Advisors looking for differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe are bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

Important Information

The Harbor Capital Advisors model portfolios ("model portfolios") are made available by Harbor Capital Advisors for use by financial professionals. Unless otherwise expressly agreed in writing, the model portfolios are for educational purposes only and do not constitute investment advice or an investment recommendation from Harbor Capital Advisors. The model portfolios are intended for use only by financial professionals as a resource to help build a portfolio or as an input in the development of investment advice for their own clients. Such financial professionals are responsible for making their own independent judgment as to how to use the model portfolios. The performance and characteristics of the model portfolios as implemented by Harbor Capital Advisors may vary materially from those of client accounts managed by financial professionals pursuant to the model portfolios.

For model portfolios comprised of funds, the model portfolios utilize funds sponsored by Harbor Capital Advisors ("affiliated funds"). Harbor Capital Advisors receives compensation from affiliated funds based on the amount of assets in those funds; as a result, Harbor Capital Advisors has an incentive to utilize affiliated funds over other funds. In addition, Harbor Capital Advisors has an incentive to utilize affiliated funds that pay Harbor Capital Advisors higher fees. For model portfolios comprised of individual company securities, the model portfolios utilize individual company securities that may also be held by other products and services offered by Harbor Capital Advisors.

This material does not constitute legal, tax, or accounting advice. Please consult with qualified advisors for this type of advice.

All investments are subject to market risk, including the possible loss of principal. Stock prices can fall because of weakness in the broad market, a particular industry, or specific holdings. Bonds may decline in response to rising interest rates, a credit rating downgrade or failure of the issue to make timely payments of interest or principal. International investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as specific country, regional, and economic developments. These risks are generally greater for investments in emerging markets. Mutual funds and ETFs holding these types of investments are also subject to these risks. Diversification and asset allocation do not assure a profit or protect against loss in a declining market.

Certain services are subject to the terms of a contractual agreement between Harbor Capital Advisors and the client.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Harbor Capital Advisors to be reliable but are not guaranteed as to accuracy.

All trademarks or product names mentioned herein are the property of their respective owners. © 2025 Harbor Capital Advisors, Inc. All rights reserved.