• Managers are using tablets to analyze sales cost reports and explain summary reports to employees calculate and record summary information data in the office

Independent Custody and Recordkeeping

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.