Investment Methodology

At Harvest Financial,  we understand the importance of a well balanced investment diet and are passionate about crafting portfolios which produce optimal output. We may be conservative with our appraoch, but we are never passive when it comes to managing your money.


Many advisor's follow a traditional investment methodology, focusing on long term historical performance as the baseline for portfolio modeling. This is considered to be a "reactive approach" allowing the market to dictate allocation and investment selection. Our Advisors know that for a portfolio to perform at optimal or maximum output, a combination of Asset Allocation Styles must be considered, while also knowing when to be "Active" (Tactical).