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.