By admin on July 4, 2017
The primary safeguard that HighView provides to our clients is that, as a Portfolio Manager, we do not have custody of our clients’ investment assets. Instead, a separate financial institution establishes an account with each of our clients to hold and safeguard the assets contained within their portfolio.
This means that only the client can withdraw assets from their portfolio, and HighView – as Portfolio Manager – is only authorized to manage the assets contained within each client’s custodial account. For more information on this topic, please click here.
Additionally, firms such as HighView, who are registered as Portfolio Managers, must meet strict financial reporting, capital, and insurance requirements to further protect your investments.
