Harvest Investment Services

Harvest Investment Services

Financial Services United States 16 employees
Employees
16
Contacts
2
Emails
2
Phones
2

Harvest Investment Services Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Founded
2011
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Harvest Investment Services

A Registered Investment Advisory Firm providing comprehensive financial planning and tactical portfolio management. Offerings include a series of proprietary investment models called AlphaSolutions, which are fact based and rules driven with built-in downside risk controls. The firm also provides comprehensive Retirement Plan consulting services through 401kActiveWatch which delivers co-fiduciary services to 401k Plan Sponsors and can act as a 3(21) Fiduciary Investment Advisor for plan participants. Our Investment Advisor Representatives embrace the Fiduciary Standard to act solely in the best interests of their clients,

Harvest Investment Services Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Harvest Investment Services Org Chart

Sample employees and titles
Name Title Contact
Kristine Witherow Wealth Advisor at Harvest Investment
Email Phone
Lori Abbate Director of Hospitality Services
Email Phone
Tim Newell, Cka, Cfp, Aif, Cep Managing Director at Harvest Investment
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Employees by Management Level

Individual contributor 5 profiles
Director 4 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
Finance 1 1 0
Operations 1 1 0

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