Wealth Management

Your wealth is more than your money. Our integrated approach brings the qualitative and quantitative aspects of your wealth together for a common purpose.

We help you get there


Your wealth has a history and there is more to wealth management than simply compounding dollars. Our approach to planning and managing wealth is based on your goals and aspirations so it is there for future generations.

We begin by exploring your story to understand your wealth management needs and expectations, and more importantly, your family dynamic. We meet with you to gain a sense of who you are and where you’d like to go in the next chapter of your life – and then we help you get there.

Underpinning Harvest Capital’s relationship with you is our investment expertise. We research industry trends and best-practices in portfolio design to create investment strategies that are completely aligned with your aspirations.


We consider everything

Current
financial
investments
Insurance
coverage
Retirement
plans and
Pension assets
Stock
options
Real estate,
personal and
commercial
Tax
exposure
Mortgages,
Lines of credit
Estate
planning
Business
investments,
Private equity

We appreciate that your story is unique and we believe your financial strategy must reflect what matters most to you. Our investment decisions and the advice we offer are free of any conflict – your best interest is our fiduciary standard. We take the long-term view, and we constantly monitor our strategy allowing your wealth to enrich your family as your narrative continues.

We identify aspirations, priorities, needs and concerns that are unique to you and your family.

Define your goals and timelines
Research priority topics and, if necessary, engage outside specialists
Design an integrated strategy
Review progress and modify as circumstances or family needs change

Our investment approach is grounded in the work of David Swenson, Eugene Fama and the EDHEC Risk Institute in Nice, France. Drawing from this academic insight into market valuations, global diversification and risk management tools, we apply a disciplined, structured methodology to manage your wealth through good and bad markets. We believe low cost, passive and indexed securities provide better long-term results in developed markets while we rely on proven managers and strategies to access alternative investments.

Successful relationships depend on good communication. At Harvest Capital, we engage in open, consistent and responsive communication with our clients. We meet regularly, provide comprehensive quarterly reporting, and are always available by email and telephone.