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Investment Management
Investment Management Investment Management

You've worked hard to earn the assets you've built over the years. The last thing you want to do is take unnecessary chances. Working with a team of professionals who understand markets and allocating investment portfolios in a way to help minimize risk by focusing on long term vision, rather than a short term gain, is one of the smartest financial decisions you'll ever make.

Our number one objective is to preserve your current assets. Our second objective is to create the income you need to meet your goals. Finally, we seek assets that provide the most predictable and reasonable growth.

Harvest Capital Advisors uses a guideline for managing your investments:

1. An investment strategy must not only be effective, it must be disciplined.  
2.

Because the client's peace of mind is key, investment strategies should be based on the degree of
volatility tolerable.
 
3. Establish accounts with independent custodians.  
4. Pay rational prices by thoroughly analyzing each investment.  
5. Minimize tax exposure by acquiring assets in the appropriate accounts.  
6.

Active management. Harvest reviews the stocks we currently track on a frequent basis and conducts weekly market reviews for new opportunities.  
7.

Keep the client well informed by monthly statements from your custodian as well as scheduled face to face reviews so clients are aware of progress toward goals and financial position.  
8.

Always respect the client's assets. Harvest understands that it's your money, so you can call us any time you have a question or concern.  

 


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Wheat logoHarvest Capital Advisors, 11000 NE 33rd Place, Suite 301, Bellevue WA 98004
Phone: 425-827-6236 | Fax: 425-827-2687