FINANCIAL SERVICES

Our clients are not everything,
they’re the only thing.

 

As fiduciaries, with a legal duty of loyalty to our clients, we maximize the opportunity for our clients to achieve specific financial objectives.

Our clients receive personal, one-on-one attention and only pay fees based on the value of their portfolios. Clients receive a financial plan that addresses budgeting, time horizon, asset allocation, and security selection that is formalized in their unique Investment Policy Statement. Ongoing, one-on-one portfolio management services are provided directly to our clients by their portfolio manager. 

 
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Portfolio Construction

We provide trust document review and a complete client Financial Plan that includes a written synopsis of objectives.

Clients have access to managed accounts ranging in objectives from capital preservation to all-equity aggressive growth. All portfolios are managed in compliance with the Uniform Prudent Investor Act and Harvest Portfolio Management assumes full responsibility for ongoing portfolio supervision.

Learn more about our Portfolio Construction

 
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Financial & Estate Planning

We can help create thorough plans to provide the roadmap you need. Benefit from the backing of an experienced resource that is driven by your unique situation.

Learn more about our Financial & Estate Planning

 
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Tax Strategies

Client portfolios are managed to deliver the highest after-tax return as possible. We harvest gains and losses to raise cash, and rotate sectors. We advise to gift low-basis assets to charity, and high-basis assets to family.  In short, we know the tax code and how to make it work for you. 

Learn more about our Tax Strategies

 
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Family Office Services

Enrich your life with our philanthropic consulting, multi-generational wealth transfer strategies, and training and educating of next-generation investors. We help you enjoy your wealth, let you spend time doing what you enjoy, and work to improve the lives of your loved ones. 

Learn more about our Family Office Services