Harbour offers a complete suite of products & services
Our independence gives us the opportunity to offer a wide range of investment and insurance products. This gives you the freedom and flexibility to develop the business structure that works best for you and your clients. In addition, our knowledgeable and experienced back-office staff will give you the support needed to process business with ease.
Fee–Based Advisory Services
At Harbour, you can conduct your fee-based business under Harbour’s corporate RIA or your own. Utilize our no platform fee Advisor Directed platform or gain access so some of the best institutional managers through Model Market Center, Harbour Traded Models or directly with a Third-Party Money Manager!
Direct Business
Harbour maintains selling agreements with a wide range of third-party money managers, mutual fund companies, and variable annuity providers, encompassing nearly every major carrier in the variable market.
Harbour is ideal for direct accounts, as we offer them with no additional fees. This fee-free approach makes managing direct accounts simpler and more cost-effective for our clients.
Insurance Services
Harbour offers you the flexibility to select insurance providers that you feel are best suited for your client’s needs.
We also provide a dedicated contact to support your fixed life insurance and fixed annuity business.
By using Harbour’s insurance relationships, you can earn credit toward your gross dealer concession (GDC) production totals, potentially helping you reach a higher securities payout.
Brokerage Services
For retail clearing services, Harbour partners with BNY Pershing.
With 85 years of experience, BNY Pershing is dedicated to the safekeeping, servicing, segregation, and reporting of client assets.