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.
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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