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"At Good Harvest, proper portfolio management begins here- with you."

Portfolio Management - Overview

Getting to know you...


At Good Harvest, proper portfolio management begins here - with you. Unlike large firms who focus on steering clients to selected investments, or where sometimes the investor feels little more than an account number, we begin by building a relationship and getting to know a prospective client’s particular issues and needs. Our clients truly appreciate our personal and loyal approach, and know we have their very best interests in mind. During this critical time, the client will get to feel comfortable with our expertise and all of us can develop a sense of mutual trust and respect.

After spending time getting to understand your goals, tolerance for risk, needs for income or growth, values and concerns, we'll begin our Six Step Process to help insure that your assets are invested in the best possible fashion, and are re-evaluated periodically to make sure we remain on track.

With our knowledge of our clients’ needs and goals, our program incorporates a diversified approach to help minimize risk. Choosing carefully selected assets, we identify global market opportunities and we monitor our portfolios and retune them as needed. We believe our thoughtful, Six Step Approach is the best approach to help our clients - from high net worth, to young professionals, women, and foundations - achieve their goals.

We seek to provide added value to our clients with each of these six essential aspects of our portfolio management approach.

For more details about our Six Step Process...Click Here...

 
 
 
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