49 Geary St., #238, San Francisco, CA info@contentstack.com +1.415.255.5955 Copyright © 2020 Contentstack LLC. All Rights Reserved. SUMMARY For over 30 years, Harbor has served as a gateway for clients to access talented, institutional caliber asset managers through active, cost-aware investments. Harbor identifies specialists in each asset class to manage portfolios and applies a comprehensive oversight program to monitor their performance and ensure their decisions are in their clients’ best interest. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability. As of October 31, 2019, Harbor managed $45 billion assets under management. Demand from the business and marketing team to refresh the

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