Who We Serve
Because no two clients are the same, we offer investment management services across a spectrum of needs:
Individuals
For people building retirement savings or balancing income and growth goals, our asset management experience can bring structure and transparency.
Public Agencies
Government and municipal portfolios have different requirements and regulations — and we help navigate these with care.
Corporations
From cash-flow considerations to broader capital planning, we assist businesses in shaping a managed investment approach that fits their model.
Non-Profits
For mission-driven organizations, we understand the importance of balancing current needs with future sustainability, especially when managing donated funds or endowments.
How We Approach Investment Decisions
We look at both market environments and client objectives. In some cases, that means emphasizing diversification; in others, it’s about aligning with a level of risk that is suitable. Our role is consultative and client focused.
Here’s what that looks like in practice:
Discovery: We start with a thorough assessment of existing holdings, liquidity needs, and a risk analysis.
Strategy Development: Using that insight, we construct a roadmap. This includes asset selection, manager search, strict alignment with goals, objectives, and an investment policy statement.
Ongoing Guidance: Markets change — and so may client priorities. We provide regular portfolio reviews, including performance analysis. Adjustments thoughtfully, not reactively.
Frequently Asked Questions
What is investment management?
Investment management refers to the professional oversight of client investments — from asset allocation and securities selection to monitoring performance and making adjustments that reflect client goals.
Does Bond Harbor Group manage individual investments or just bonds?
While we have deep experience in bond strategies, our investment management services include a broader view of portfolios, considering equities, fixed income, and other asset types when appropriate.
How often will I hear from Bond Harbor Group?
Communication varies by client, but we aim to engage regularly — at least quarterly — and whenever market conditions or personal circumstances warrant. Transparency matters.
Is the Bond Harbor Group approach more active or passive?
We believe both active and passive strategies have their place. What’s most important is selecting the approach that aligns with our clients long-term objectives.
Can you customize a portfolio?
Bond Harbor Group aims to develop customized strategies for each client.