A complete list of active advisors currently associated with Harvest Lane Investment Partners, Llc.
Warmer can help you find a great advisor at Harvest Lane Investment Partners, Llc. or one who fits your needs even better.
Harvest Lane Investment Partners LLC provides discretionary investment management, financial planning (included with managed accounts or available as standalone hourly engagements), held-away asset advice, and bespoke family-office/concierge services to individuals, high‑net‑worth families, trusts, charitable organizations, and businesses. The firm also offers a separate Direct Indexing and Tax Management Portfolio for taxable accounts, which uses third‑party direct‑index models and tax tools as an optional strategy. The firm’s portfolios are built around a fixed, diversified core—precisely weighted across five components (precious metals, equities, real assets, dollar‑based holdings, and managed‑futures trend‑following funds)—with a “Plus” sleeve layered on top for individualized stock, ETF, closed‑end fund, and occasionally individual bond or special‑situation debt exposure. Investment decisions combine value‑oriented fundamental analysis, demographic and geopolitical inputs, and AI‑driven analytics (all subject to human review), with a sell discipline focused on whether the underlying investment thesis remains intact. Distinctive features include the explicit inclusion of managed‑futures funds as one of the five core components and the extension of the special‑situation strategy to stressed or distressed corporate debt—elements not typical for many small, recently formed independent advisers. The firm also integrates a third‑party direct‑indexing platform provided by an affiliate of its recommended custodian (with pass‑through model fees and account restrictions), discloses those related conflicts, and supplements research and operations with AI tools while offering both concierge services and limited pro‑bono engagements.
To learn more about the advisors currently working at Harvest Lane Investment Partners, 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 |
|---|---|---|
Sandy, UT
| 13
|
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