Active Portfolio Management
You can’t afford to underperform.
We use active portfolio management to produce results for our clients.
The better our clients do, the better we do as your advisor. It is in our best interest to help your portfolio reach its full potential. We are active portfolio managers who focus on fundamental and technical analysis to build a portfolio that works for you.
Our Services
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We work daily to make sure the investments in your portfolio are working for you.
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We can work with you to create a comprehensive financial plan to make sure you are on track to reach your goals.
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We send out regular client electronic communications explaining our logic and investment decisions.
Our Organization
Harvest was founded in 2010 in Buffalo, NY, then in 2015 became an RIA firm, we have since grown into an SEC registered firm operating in multiple states.
Take Action
Ready to take the next step? We are happy to discuss how we can help you reach your financial goals.