CHICAGO, November 05, 2025 — 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.