client login

We provide our clients with various online tools to allow them to see their financial picture more easily.  
The links on this page are for client use only.  
If you would like more information on becoming a client, please contact us.

Charles SCHWAB & CO., INC.

HarborLight Investments has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.

Client Login


Clients deserve to know how their investments are performing, net of all fees and expenses. Rather than mailing a stack of confusing paper statements each quarter, HarborLight provides our clients with 24/7 access to an online Client Portal to track their performance. We have partnered with Advyzon for our performance reporting due to their clear, elegant interface.

Client Login
Jason Draut, CFP®
516 El Cerrito Plaza
El Cerrito, CA 94530
Chris Sheehy, CFP®
180 7th Ave Suite 204
Santa Cruz, CA 95062
© 2020 HarborLight Investments