A complete list of active advisors currently associated with 7th Harvest Investments

Warmer can help you find a great advisor at 7th Harvest Investments or one who fits your needs even better.

7th Harvest Investments provides fee‑based investment management to individual and organizational clients, including high‑net‑worth households and retirement plan sponsors. The firm also delivers retirement plan investment consulting and offers model and sub‑advisory portfolio services, including discretionary management of 401(k) plan assets and access to proprietary model portfolios for other advisers. The firm implements its strategies using a blend of charting, fundamental and technical analysis and employs a range of tactics from long‑term holdings to short‑term trading, options and margin where appropriate. Accounts are monitored daily with at least annual client reviews, and the firm commonly centralizes trade execution through designated custodians while distributing model updates to platform sponsors and advisers. A distinguishing feature is that certain firm representatives are licensed insurance agents who may recommend commission‑based insurance products, a relationship the firm discloses as a potential conflict of interest and that it limits in practice; one advisor’s substantial outside employment (reported at roughly 100 hours per month) is another notable operational detail. The firm’s small, three‑advisor structure combined with both direct portfolio management and model/sub‑advisory services sets it apart from peers that focus solely on retail discretionary management.

To learn more about the advisors currently working at 7th Harvest Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.