Harvest investment Services, LLC

Harvest Investment Services provides discretionary and non‑discretionary investment management, financial planning, pension consulting, selection of other advisers, and sub‑advisory services to individuals (including high‑net‑worth clients), trusts, corporations and employee benefit plans and plan participants. The firm also sponsors a wrap‑fee portfolio program and offers participant‑level services such as its 401k ActiveWatch held‑away management option.

The firm tailors portfolios to client objectives and risk tolerances, using proprietary and third‑party model strategies and ongoing monitoring and rebalancing, and it employs a range of techniques (including technical and fundamental analysis, tactical strategies, and options/margin where appropriate). For retirement plan engagements Harvest may act as an ERISA fiduciary (including as a 3(38) style investment manager), manages collective investment trusts for an affiliated adviser, and uses a third‑party platform to manage held‑away defined‑contribution assets.

What is noteworthy about Harvest is its combination of retail advisory services with pooled‑vehicle and institutional capabilities: it manages collective investment trusts used by an affiliated adviser, serves as a sub‑advisor to other advisers, and is affiliated with the sponsor/manager of a private fund offered to accredited investors. That mix of pooled‑vehicle management, private fund affiliation, wrap‑program sponsorship and sub‑advisory activity is less common among multi‑team advisory firms.