Fresno, CA Office

Harvest Investment Services provides advisory services to individuals (including high net worth clients), retirement plans, trusts, and other institutions. The firm offers discretionary portfolio management, financial planning and consulting, pension consulting, selection of other advisers, sub‑advisory management, and a wrap‑fee program.

Harvest generally delivers customized portfolios or model‑based strategies—proprietary or third‑party—and manages accounts on a discretionary basis with ongoing monitoring and rebalancing. Its methods include active tactical strategies and a mix of fundamental, technical, and quantitative analyses, and it supports plan sponsors by acting as an ERISA investment manager (3(38)) when engaged.

What is distinctive for a multi‑team adviser is Harvest’s role in managing pooled vehicles and advisory relationships: it serves as investment manager for collective investment trusts used by its affiliate Envoy Advisory Inc., provides sub‑advisory services to other advisers, and is affiliated with a private fund offered to accredited investors. The firm also offers plan participant services through its 401k ActiveWatch program using the Pontera platform to manage held‑away accounts, and uses third‑party tools such as EncorEstate for estate planning support.