A complete list of active advisors currently associated with Harvest Investment Consultants LLC

Warmer can help you find a great advisor at Harvest Investment Consultants LLC or one who fits your needs even better.

Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals (including high-net-worth clients) and institutional sponsors such as defined benefit plans, 401(k) plans, endowments, and charitable organizations. The firm also offers modularized financial planning services that can be delivered on a flat-fee or hourly basis alongside active portfolio management. The firm emphasizes risk management and an absolute-return focus, tailoring portfolios across conservative to market-neutral strategies using individual bonds, equities, mutual funds, ETFs, REITs and preferreds. Harvest applies internal fixed-income credit analysis and a block-purchase approach when appropriate, and relies on technology and research tools (BlackDiamond, Morningstar Direct, Fi360, Unitifi) and documented investment profiles to guide ongoing reviews and implementation. Harvest’s scale and distribution model are noteworthy: it manages roughly $549 million for about 1,015 clients with five advisors, producing a high client-per-advisor ratio that is reflected in standardized processes and client portals. The firm also participates in the SmartVestor referral/endorsement program and refers insurance business to a related entity (Harvest Insurance, Inc.); the brochure discloses these arrangements and discusses conflicts (including rollover recommendations to IRAs) and the firm’s mitigation steps.

To learn more about the advisors currently working at Harvest Investment Consultants LLC, 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.

Name	Location	Years of experience
David Baker	Hunt Valley, MD	24
Michael Meily	Hunt Valley, MD	25
Mark Pallack	Hunt Valley, MD	25
Donna Zidwick	Hunt Valley, MD	10

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