Clear Harbor’s new Investment Portal provides our clients with the ability to view their accounts in great detail. Whether you are viewing performance, investment holdings, asset allocation, recent transactions, etc, this investment portal will provide you with the clarity and transparency that you deserve. Users of this portal will also have access to monthly statements, confirmations, and year-end tax statements produced by their custodian.
Clear Harbor Connect (CHC) is our web-based, financial Account Aggregation tool available to all Clear Harbor clients. This Aggregation Account tool enables our clients to easily consolidate many financial accounts into one convenient location creating a comprehensive real-time financial snapshot. Clear Harbor Connect also provides our clients with spending and budgeting tools as well as an online document vault where one can safely store and share important documents.
Clear Harbor Asset Management has chosen Pershing, LLC, a subsidiary of the BNY Mellon, as our clients’ third-party custodian. As custodian, Pershing is committed to the safekeeping, segregation and reporting of our client assets. Clients can access this robust online portal to view account statements and relevant tax documents.