Haven Financial
Services provides brokerage/custody support through our clearing relationships with Jefferies & Co. and National Financial
Services. HFS has established dual clearing relationships to provide our clients the very best resources and information
necessary for efficient performance.
Services Include:
Start-Up: HFS
can work with you to help shape and execute your strategy, laying the groundwork for your firm’s success.
Back-Office Operations & Trade Processing: HFS offers a comprehensive, high-quality
suite of back-office operations.
Reporting: Our brokerage services
deliver accurate, detailed portfolio information.
Securities Lending:
Our clearing relationships offer us access to a broad network of reliable sources of hard-to-borrow securities including banks,
institutions and broker/dealers.
