HARVEST PORTFOLIO MANAGEMENT
Imagine the value of investment advice delivered by a tax strategist.
It’s what you keep that matters.
We took 70+ years of portfolio management and tax expertise and built Harvest Portfolio Management to provide effective, custom-tailored portfolio management. Harvest Portfolio Management is a fee-only fiduciary investment firm that always puts clients’ interests above our own. As fiduciaries, with a legal duty of loyalty to our clients, we maximize the opportunity for our clients to achieve specific financial objectives.
The Harvest Portfolio Management team members are seasoned professionals with varied areas of expertise, working together to deliver a more knowledgeable, in-depth perspective.
We offer a range of services including personalized investment management, retirement planning, tax optimization strategies, and estate planning, tailored to meet the unique needs and financial goals of each client.
HAVE QUESTIONS?
Getting Started is simple.
Take the first step to your big picture.
You can reach out to us via phone or email to schedule a no-obligation initial consultation. During this meeting, we'll understand your financial goals and provide an overview of how we can help you achieve them.
In the meantime, here are a few of the most commonly-asked questions potential clients ask during our first call.
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We adhere to a philosophy grounded in understanding your individual goals and risk tolerance. Leveraging a mix of high-quality equity and fixed income investments, we seek to provide sustainable and tax-efficient growth to help you achieve your financial objectives.
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Our risk management strategy involves a meticulous analysis of market trends and economic indicators to anticipate potential risks. We diversify portfolios to mitigate risks and employ tactical asset allocation to navigate complex market environments.
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Our fee structure is based on a percentage of the assets under management. This approach aligns our interests with those of our clients — the better your portfolio performs, the better it is for both parties. Detailed information on our fee structure can be found in our official brochure or by reaching out to our customer service.
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Our boutique approach allows us to provide personalized service, focusing on tax-smart strategies to help you retain more of your hard-earned money. We prioritize building trust and fostering long-term relationships with our clients, being transparent, and maintaining open communication.
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Clients can monitor their investment performance through our secure online portal, which provides detailed reports on your portfolio's performance, asset allocation, and other critical financial information. We also offer regular review meetings to discuss your portfolio’s performance and any adjustments needed to align with your financial goals.
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Yes, we are committed to the fiduciary standard, putting our clients' best interests first at all times. We maintain transparency and strive to avoid any conflicts of interest to provide you with the best possible financial advice and services.
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Our team comprises seasoned professionals with extensive experience in the financial industry. We hold relevant certifications and continuously further our education to stay abreast of industry developments and to serve you better.
Meet our team.
THE BEST AND BRIGHTEST
Harvest Portfolio Management offers seasoned professionals with national experience, valuable expertise, and a belief in the highest level of personal attention and service.
Mark J. Seski
President, Co-Chief Investment Officer
Prior to forming Harvest Portfolio Management, Mark spent more than 30 years working with many leading investment firms in the nation, including Kidder, Peabody & Company, Comerica Private Banking, and Merrill Lynch Trust Company (where he served as First Vice President-Investments). He serves as the Chief Investment Officer and provides security analysis for the firm. Mark specializes in equities and is focused on high-quality, long-term growth investing. Mark has a BBA in Managerial Finance, a Master’s in Taxation, and carries a FINRA Series 65 License.
Paul Meeks, CFA, CAIA
Co-Chief Investment Officer
Paul Meeks has more than 35 years of experience as an equity analyst, portfolio manager, research director, and chief investment officer. Well-known for investing in technology stocks, Paul appears regularly in the media (both print and on financial news networks) “talking tech.”
A Professor of Practice in the Accounting and Finance Department for the Baker School of Business at The Citadel, Paul teaches a variety of finance, account, and investment courses, and supervises the Student Managed Investment Fund, which invests more than $1 million for The Citadel Foundation.
Paul has a bachelor’s degree from Williams College and a master’s in management (MBA) degree from Northwestern University’s Kellogg School of Management. He is also a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He serves on the board of the CFA Society South Carolina and is also a licensed insurance representative in the state.
Jeanne Hill
Financial Advisor
Performing as an opera singer with the Atlanta Opera before becoming a financial advisor may be one of the more unusual career paths, but in the case of Jeanne Hill, it was a successful evolution.
Jeanne, who has spent more than 30 years as a financial advisor, is known for her innate ability to communicate complex investment and planning ideas and strategies for clients of all levels of experience and understanding. Her estate planning experience has contributed to her focus on long-term wealth plans that will transfer to the next generation with lower costs and taxes for the beneficiaries.
