800 South Street
“Win by not losing – during bear markets you not only lose money but more importantly you lose time, something that you cannot make back.” – Roger Ingwersen
Today, investing is dynamic, fast moving and challenging. Many people do not have the time or inclination to manage their wealth in markets that are global, interconnected, and know no time zones. More than ever, experience counts.
The Harvest Group’s Investment Management process is designed for clients who prefer to delegate the day-to-day management of their assets to an investment management professional who will design and execute tactical, discretion-based investment strategies.
Discretionary investment management allows our experienced Investment Committee to construct and actively manage an investment portfolio on behalf of each investor. This sophisticated process allows us to act quickly and efficiently on new information and seize new investment opportunities on behalf of all clients. From the standpoint of the investor, the discretionary investment program is subject to a high level of governance and oversight by The Harvest Group, which has a fiduciary standard of care to act in the best interest of the client at all times.
We believe that equity markets rise over long periods of time but do not always go up during intermediate and short-term periods. Bear markets do happen, and we believe they can be turned into opportunities by minimizing downside, possibly capturing appreciation in defensive asset classes, and then identifying great investments at lower prices.
Our philosophy of combining both schools of research allows us to participate in bull markets and protect assets in bear markets. It allows us to identify when to invest in certain investments and, more importantly, when not to.
As an investor in The Harvest Group process, your portfolio is actively managed on a discretionary basis by our Wealth Management Advisors.
Through one of our trusted advisors, you will gain the benefit of professional advice and guidance from those working solely in your best interests, as well as the power of global asset management solutions. As an integral part of the Harvest Wealth Management for Life™ service, our investment process can be summarized in the following: