At Harbor Investment Advisory, safeguarding your financial well-being and protecting your personal and financial information is our utmost priority. We are fully committed to maintaining the highest standards of privacy and data security. In today’s digital age, where information is a valuable asset, we understand the critical importance of keeping your sensitive data safe from unauthorized access or breaches. Our comprehensive data security measures, including robust encryption protocols and stringent access controls, are designed to ensure that your personal and financial information remains confidential and secure. Rest assured, your trust in us is not just an expectation, but a responsibility we take very seriously as we work tirelessly to protect your financial future and privacy.
We pride ourselves on the personal relationships we have with our clients, and work in partnership with Pershing LLC to protect our clients, their assets and information. Your personal financial advisor is the sole point of contact for your account activities and is the first line of defense. Once a request has been verified by your financial advisor and their team, the request is then executed through Pershing LLC.
Harbor offers custody and clearing services for our clients through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank (founded 1784) and one of the world’s largest providers of securities services. Pershing is a leading global provider of financial business solutions serving many of the world’s most respected financial organizations providing premier aggregation, safekeeping, servicing, and reporting for client assets in their custody. Listed below are the ways in which Harbor protects you as well as additional resources to help you protect yourself in today’s marketplace.
NETXInvestor Website/Mobile App Security: Online access to your assets is available through Pershing LLC’s NETXInvestor. Pershing LLC is dedicated to securing these interactions and has extensive security procedures in place. NETXInvestor. Learn More
If you think you are the subject of fraud or would like to verify the validity of communications from Harbor Investment Advisory, please call your Harbor financial advisor at 410-659-8900.
Last Updated: December 2023