Life In a Box

Do you know where everything is? The next two minutes will help you know where you are, and where you need to be. If your advisor isn’t providing this level of service, let’s talk.

What Downside Risk Controls do you have in place?

You already use downside risk controls by having homeowners insurance and car insurance… What makes your portfolio any less important?

401kActiveWatch

Have you ever looked at your 401(k) investment options and said, “There has to be a better way to manage this!” The good news is, YES, there is a better way!

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

OPEN AN ACCOUNT!

Financial Planning | Investment Management | Retirement Confidence

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.

FINRA Broker Check