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.