Green Harvest, Green Harvest Capital Management

Green Harvest provides portfolio management and fee‑based financial planning to individual investors and, on occasion, small businesses and non‑profits. The firm offers comprehensive written financial plans, annual plan reviews and separate planning consultations alongside portfolio management that may be delivered on a discretionary or non‑discretionary basis.

Investment decisions combine fundamental and technical analysis and are tailored to client objectives, using passive fixed‑income and index strategies for capital preservation and active approaches — including stocks, ETFs, options, futures and occasional private placements — for clients seeking growth. The firm monitors accounts daily, generally seeks discretionary authority to implement recommendations in a timely fashion, and draws on the principal’s financial‑modeling experience and Python‑based tools in its analysis.

Distinctive disclosures in the brochure include the firm’s recommendation of Interactive Brokers as its primary custodian and the use of IB’s proprietary research tools (noted as soft‑dollar benefits), along with a referral practice that pays a one‑time portion of initial fees to referring professionals. The brochure also states the adviser does not accept commissions or sell insurance products, will not vote client proxies, and reported no assets under management at the time the document was prepared.