Isle of Palms, SC Office

Harvest Portfolio Management, LLC is a state-registered investment adviser that provides discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and institutional fiduciaries, including professional and corporate trustees. The firm reports approximately $98 million in discretionary assets under management (as of June 23, 2025) and operates with a small advisory team from a single office.

Its investment approach is long-term and fundamentals-oriented, with emphasis on tax awareness and risk management and use of both quantitative and qualitative factors such as valuation, cash flow, and competitive position. Harvest discloses extensive use of large language models (e.g., ChatGPT, Perplexity, Claude, Gemini) to enhance research, while final investment judgment remains the responsibility of the portfolio manager.

Compared with many peers, Harvest’s client mix notably includes institutional fiduciaries and corporate trustee relationships in addition to individual accounts, which can introduce different operational and fiduciary requirements than a purely retail practice. The firm does not charge performance-based fees, typically recommends established custodians (Charles Schwab and Credit Union Trust/Fidelity), and will not vote client proxies unless expressly agreed in writing, which may affect client responsibilities.