Boston Harbor Investment Management manages investment portfolios for both individual and institutional clients. They use quantitative investment models to select Large-Cap U.S. stocks, aiming to outperform the S&P 500 with lower risk. Boston Harbor offers several investment strategies, and clients can specify securities they don't want to hold. The firm rebalances portfolios annually based on its model's analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.89% |
| $5.0M - $7.0M | 0.77% |
| $7.0M - $12.0M | 0.74% |
| $12M+ | 0.69% |
Fees may be negotiable. The fees listed only apply when you request the services listed. Minimum Institutional Separate Account initial balance is generally $3,000,000. Exceptions to the Separate Account minimums above may be accepted and subject to a minimum quarterly or annual fee. Fees are based on AUM invested in underlying SELECT 40 strategy.