Harvester employs a total market investment philosophy, implementing priority-driven asset allocation, liquidity management, and tailor-made index portfolios, focusing on expense and tax minimization. 

Our global index solutions are designed to provide broad diversification across different asset classes and securities within a market and across geographies.  Hiring an index-oriented investment firm has measurable benefits, including diversification, tax-loss harvesting, direct indexing, discipline rebalancing, and asset location.

Portfolio construction is rooted in evidence-based investing (EBI). EBI leverages long-term return data to construct portfolios that historically compensate investors for appropriate levels of risk. We do not advocate attempting to outperform the market through stock picking or market timing, as these approaches have shown limited success over the long term.

By combining a total market investment philosophy with evidence-based investing, our clients benefit from a disciplined and systematic approach to capture the market's long-term growth opportunity. 

If you would like a portfolio consultation, please reach out to us.

Combining technology and experience is a winning strategy.  Our three founding partners have 100 years of combined industry experience and as a fiduciary, we are committed to your family’s priorities, first and foremost. Having the right advisor team is an important element of your success. We can provide peace of mind and confidence in implementing your investment solutions. 

Our firm’s technology provides intelligent reporting to help you understand the role, purpose, and return of each asset in your financial structure. Through Harvester Wealth, you can monitor your progress towards life objectives, store key documents, and efficiently share information in a secure portal with both your family and your professional teams.