Business Details
Your Trusted Partner for Financial Advisory Services
Harvest Investment Services operates as a registered investment advisory firm committed to serving clients through a fiduciary standard that prioritizes their best interests. Our approach combines tactical investment strategies with Biblically Responsible Investing (BRI) principles, ensuring portfolios align with clients' ethical values while avoiding industries like abortion, gambling, and pornography. We emphasize servant leadership, focusing first on developing personalized financial plans and then guiding clients toward decisions that align with their long-term goals.Our team manages global investment models with risk control measures designed to harvest gains and limit losses, supported by a network of representatives across the United States. With offices in Oakbrook Terrace, Illinois, we serve individuals and organizations seeking transparent, client-centric financial solutions grounded in integrity and stewardship.
Services
Investment Management
Financial Planning
Retirement Confidence
Faith-Based Investing
Tactical Strategies
Portfolio Analysis
Wealth Management
Risk Control Solutions
Highlights and features
- We operate under a fiduciary standard, acting solely in your best interest.
- Our Biblically Responsible Investing screens exclude unethical industries.
- We employ tactical models with downside risk controls to protect capital.
- Our servant leadership philosophy prioritizes client needs above all else.
- We manage portfolios with a focus on harvesting gains and limiting losses.
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
We provide active investment management using tactical models with downside risk controls. Our strategies aim to maximize returns while aligning with client values through Biblically Responsible Investing screens. Our team continuously monitors market conditions to adjust portfolios proactively, ensuring capital preservation during volatile periods while capturing growth opportunities.
Biblically Responsible Investing
Our BRI approach screens out companies involved in abortion, gambling, pornography, and other unethical practices. We construct portfolios that reflect clients' moral convictions while maintaining financial viability. This service combines rigorous financial analysis with faith-based principles to create investments that honor both ethical standards and wealth growth objectives.
Financial Planning
We develop personalized financial plans serving as roadmaps for achieving long-term goals. Our advisors act as GPS guides, helping clients navigate complex financial decisions. The process includes retirement planning, tax-efficient strategies, and creating actionable steps to reach specific financial milestones aligned with individual circumstances.
Tactical Strategies
Our tactical models employ active management techniques to adapt to changing market conditions. We utilize downside protection mechanisms and opportunity capture strategies to navigate volatile markets effectively. These approaches focus on preserving capital during downturns while positioning portfolios to benefit from emerging market trends and economic cycles.
Portfolio Analysis
We offer comprehensive portfolio analysis services to identify hidden conflicts and alignment issues. Our BRI x-ray report examines holdings for ethical inconsistencies and financial risks. This service provides actionable insights to optimize portfolio composition, ensuring investments reflect both financial objectives and personal values through detailed screening and reporting.
Questions
What is Biblically Responsible Investing?
Biblically Responsible Investing screens portfolios to exclude companies involved in abortion, gambling, pornography, and other unethical practices while maintaining financial viability.
How do you protect against market downturns?
We use tactical investment models with downside risk controls designed to limit losses during market corrections while capturing growth opportunities.
Are you legally required to act in my best interest?
Yes, as an SEC Registered Investment Advisor, we operate under a fiduciary standard requiring us to act solely in our clients' best interests at all times.
How are investment decisions made?
Decisions follow our 'avoid, embrace, engage' framework, focusing on ethical alignment, financial merit, and active portfolio management tailored to individual goals.
Do you work with individual investors?
Yes, we serve both individual investors and organizations through personalized financial planning and investment management services tailored to specific needs.
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