Independent Custody and Recordkeeping
Charles Schwab & Co., Inc is the firm that we use to custody our client assets. Schwab and New Harbor Financial are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Schwab. Schwab is a trademark and used with permission.
Charles Schwab & Co., Inc is the firm that we use to custody our client assets. Schwab and New Harbor Financial are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Schwab. Schwab is a trademark and used with permission.