Investment Management

Discretionary Investment Management for Every Need

Discretionary Investment Management for Every Need

The Harvest Group provides full discretionary portfolio management services to regional, national, and international clients. Our experienced CFP® Advisors work with you to develop a custom investment strategy that will help meet your needs now and into the future.

By getting to know you, we construct a portfolio that is properly aligned with your risk tolerance, starting capital, and future goals. Our CFP® Advisors will meet with you regularly to determine that the asset allocation continues to be appropriate to meet your goals at a comfortable level of risk.

Our Investment Committee employs a discretionary approach to investment management by monitoring and making changes to your portfolio quickly and efficiently on an on-going basis, using research derived from both fundamental analysis and technical analysis . When you delegate the day-to-day management of your portfolio to The Harvest Group, you can be assured that we will execute your investment strategy in an agile manner while serving as fiduciaries to your wealth. Our fiduciary standard of care governs asset selection on your behalf and ensures we’re working solely in your best interest.

Your custom strategy includes a comprehensive portfolio performance analysis, risk evaluation, and a regular assessment of your investment costs. Our goal is to minimize your exposure to risk while maximizing the long-term value of your capital.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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