Research and Analytics

It is critically important to maintain a thought-provoking environment by considering various opinions on the marketplace and the ever changing menu of investment products. Through access to leading research and analytical firms, Harbor Investment Advisory is uniquely positioned to offer clients independent and unbiased thinking from a diverse set of premier providers.

Custody and Clearing

Harbor Investment Advisory maintains a clearing agreement with Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, founded in 1784, and one of the world’s leading providers of securities services. The Bank of New York Mellon Corporation holds $29.9 trillion in assets under custody and administration as of December 31, 2016.

For over 70 years, Pershing has been a leading global provider of financial business solutions serving many of the worlds’ most respected financial organizations. We benefit from the extensive resources of Pershing and are comforted by their singular focus of providing premier segregation, safekeeping, servicing, and reporting for our clients’ assets in their custody.