A complete list of active advisors currently associated with Harvest Capital Management

Warmer can help you find a great advisor at Harvest Capital Management or one who fits your needs even better.

Harvest Capital Management provides investment advisory and planning services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm offers ongoing portfolio management, financial planning and consulting, and employee benefit plan services (pension consulting). The firm documents client objectives in an Investment Policy Statement and typically manages portfolios with a long‑term, modern‑portfolio‑theory informed approach using fundamental analysis, often with discretionary authority and regular monitoring. Advice is generally limited to mutual funds, fixed income, equities, ETFs (including precious‑metal sector ETFs), REITs, TIPS and other listed instruments, and the firm can incorporate held‑away accounts into its oversight using a third‑party platform. Notably, Harvest provides pension consulting services that include written plan creation, selection and monitoring of money managers and plan service providers, participant education, and employee access to personal financial‑planning tools—services that are less common for firms of this size. The firm also directs clients to specific custodians and uses a third‑party held‑away platform to facilitate oversight of retirement plan and non‑custodied assets, which can affect how plan and personal account management are consolidated.

To learn more about the advisors currently working at Harvest Capital Management, 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.