Do you know what's inside your portfolio?

Get a portfolio x-ray and discover what conflicts might be hiding in your holdings.

Tactical Investing Strategies

Investment Models that embrace an active and tactical approach.

Comprehensive Financial Plans

If a financial plan is a roadmap for your financial goals, then an advisor is a GPS to help guide you. Give shape to your investment objectives by starting a financial plan with an advisor near you today.

Discover Envoy Financial and HIS Envoys Group

Envoy Financial is our sister company. They specialize in providing retirement plans to churches, ministries, and non-profits. HIS Envoys Group is an umbrella brand, which houses all of our branded services.

Financial Planning  |  Investment Management  |  Retirement Confidence.

Faith-Based Investing

Ownership in a stock or fund doesn’t mean you have to compromise on your beliefs and convictions. Harvest offers investment solutions that screen out unfavorable stocks such as those that support abortion, gambling, pornography, and such. At the core of BRI, there are three factors we consider when determining viability. These three factors are: avoid, embrace, and engage.

About Harvest Investment Services

We are firmly committed in our desire to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term “Servant Leader” expresses our commitment to first serve our clients by helping them develop a personal financial plan and second by leading them into making the decisions that must be made to help them achieve their financial goals.

Investment Philosophy

The Harvest Standard

We operate under the Fiduciary standard acting in your best interest at all times without any conflicts of interest. We seek to offer services of what an individual needs vs. what might be suitable.

AlphaSolutions Investment Models

We use a number of different investment models that are tactically managed with downside risk controls in place to help minimize the loss on a major market correction.

Harvest Investment Services at a Glance

Harvest Investment Services, LLC., is a registered investment advisory firm located in Oakbrook Terrace, IL. We manage numerous global tactical investment models by utilizing several risk control measures that are designed to “Harvest Gains and Limit Losses”.

In addition, to managing investment models on behalf of our clients, we work with and manage more than two dozen representatives from coast to coast. You can check out our office locations here.

We are firmly committed in our desire to be Servant Leaders of our clients needs in an increasingly complex and challenging financial world. The term “Servant Leader” expresses our commitment to first serve our clients by helping them develop a personal financial plan and second by leading them into making the decisions that must be made to help them achieve their financial goals.

We also believe that we serve a higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes. However, at no time will a decision or recommendation be made that conflicts with the purpose and calling we sense. We believe that every area of our lives should be submitted to the God we serve for His glory alone.

Even though a name is listed as the owner of Harvest Investment Services, we fully embrace the knowledge that we are also trustee’s of a financial investment business. God is the real owner and he is allowing us to be stewards to serve others.