THE HARVEST ADVANTAGE
$12+ billion AUM1investment manager founded in April 2008
Demonstrated success through the global financial crisis and
other significant market events
Vetted and approved by numerous investment consulting firms,
independent RIA platforms, and large broker-dealers
Experienced team of 15 investment professionals with deep portfolio
management, client servicing, operational and technology backgrounds
Robust infrastructure that integrates proprietary systems and
processes with third-party custodians
Full service solutions delivered with an emphasis on education,
transparency and access
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