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 how well their portfolio performs. Clients receive a plan that addresses budgeting, time horizon, asset allocation, and security selection. Ongoing tax & portfolio management are provided directly to our clients by our portfolio managers.
Portfolio Construction
We provide trust document review and a complete client Financial Plan review 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.
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.
Tax Strategies
Client portfolios are managed to return the highest after-tax money as possible. We harvest gains and losses to raise cash. We 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.
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.