Westfield, IN Office
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Harvest investment Services, LLC
Team
Firm-wide stats for Harvest investment Services, LLC
About
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.
Based on Harvest investment Services, LLC
Expertise
Based on Harvest investment Services, LLC
Location
Westfield IN
Advisors at this office
2
Advisors at this office
Brent E
CFP®, Series 63
Westfield, IN
Harvest investment Services, LLC
Brent Emerick is a CFP® with 27 years of industry experience and currently serves at Harvest Investment Services, LLC. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he worked for over three decades. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management and financial planning through customized or model-based strategies, supporting clients with active tactical approaches and serving as an ERISA 3(38) investment manager when engaged.
Ivy E
CFP®, Series 63
Westfield, IN
Harvest investment Services, LLC
Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.
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