One distinct benefit of using a Registered Investment Advisors like HarborLight is that our firm does not hold your investments and money. Instead your assets are held by a custodian that specializes in safeguarding assets.
HarborLight has selected TD Ameritrade as the custodian for client accounts.
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.
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