Harbor Capital offers investment advisory services, including discretionary and non-discretionary management. They manage mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), and model portfolios. Harbor Capital uses subadvisors and monitors their performance. They also develop and maintain proprietary indexes. The firm's investment process is based on identifying business cycle regimes and understanding market psychology.
Fee Structure
Harbor Capital manages investments for various funds, ETFs, and collective investment trusts. The fees for these services are based on a percentage of the fund's assets. Harbor Capital uses these fees to compensate subadvisors. The specific fees and expenses for each fund or trust are detailed in their respective prospectuses or offering documents. Harbor Capital also offers model portfolios, but does not charge a separate fee if the portfolios consist of Harbor Funds and ETFs. For certain stock-selection models, Harbor Capital receives either a flat fee or an asset-based fee.