Harvard Avenue Investment Advisory

Jered Skousen is a financial advisor at Harvard Avenue Investment Advisory with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvard Avenue since 2018, following five years at Vestory, LLC. Outside of his advisory role, he is co-owner of Healer's Art, LLC, a business operated by his wife, though he is not actively involved in its operations. Harvard Avenue Investment Advisory is a fee-only, discretionary firm serving individual and high-net-worth clients with portfolio management and retirement plan services. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, low-turnover investments primarily through no-load mutual funds and ETFs, and offers tools such as Monte Carlo simulations and customized fixed-income strategies.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with three years of industry experience. He holds a Series 65 designation and has been with Harvard Avenue since 2022. Skousen is also a student at Brigham Young University, where he works part-time as a computer technician assisting the humanities department. Harvard Avenue Investment Advisory is a fee-only, discretionary investment adviser serving individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach focused on diversified, low-turnover investments, primarily no-load mutual funds and ETFs, and provides personalized portfolio management and retirement-plan services.