Harvest Capital Management, LLC

Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates, and offers financial planning and retirement-account advice in a fiduciary capacity. The firm manages roughly $20.4 million across about 15 client relationships and operates on an asset‑based advisory model with quarterly reporting.

The firm combines a top‑down, dynamic Global All Asset ETF strategy—broadly diversifying across equities, fixed income, real assets and commodities—with a bottom‑up, catalyst‑driven Health Care/Biotech equity strategy that invests across market caps and development stages. Portfolios are generally long‑term focused but may be reallocated more actively as needed, and the advisor uses options contracts (principally selling covered calls and cash‑secured puts) and other derivative techniques in separately managed accounts to generate income or manage entry and exit points.

Compared with many independent peers, the firm’s routine, defensive use of derivatives in client accounts is a distinctive practice: it emphasizes option writing rather than speculative option buying and applies those tools within its SMA strategies. The firm also pairs broad ETF allocations with a concentrated sector specialization in healthcare/biotech and maintains fiduciary oversight while directing custody and trade execution through an institutional custodian relationship.