by taylorj | Oct 15, 2019 | Advisor, California Advisor
Brian Park Associate Investment Advisor Facebook My Links 951-684-0211 BPark@HarvestInvestmentServices.com Sample Fiduciary Oath My ADV Part 2B Harvest ADV Part 2A Privacy Policy Brian was in full-time ministry doing financial counseling with people within his church...
by taylorj | Sep 24, 2019 | Advisor, California Advisor
Jim Wisdom Affiliate Investment Adviser Westlake Village, CA FacebookLinkedIn My Links 805-497-9264 JWisdom@HarvestInvestmentServices.com Sample Fiduciary Oath My ADV Part 2B Harvest ADV Part 2A Privacy Policy As a Certified Financial Planner and the owner of James L....
by taylorj | Sep 13, 2019 | Advisor, California Advisor
Kenneth J. Wilkinson Associate Investment Advisor MSFP, MCEP, RFC. 710 South Broadway Suite 250. Walnut Creek, CA 94596. FacebookLinkedIn My Links 925-743-1678 KWilkinson@HarvestInvestmentServices.com Sample Fiduciary Oath My ADV Part 2B Harvest ADV Part 2A Privacy...If you're wondering how well some of the stocks and funds in your report will screen, we can run a free report for you. Discover what might be hiding in your portfolio, today. Submit the form below and someone from our advisory team will reach out to you when your report is ready.
This form can be used to alert our development team of any suggestions or issues you might have. This form should only be used if your comment pertains to this website's design or functionality. Depending on the nature of the comment, a response may or may not be issued.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Sodales ut eu sem integer. Tincidunt augue interdum velit euismod. Velit scelerisque in dictum non consectetur. Molestie at elementum eu facilisis sed odio morbi. Et leo duis ut diam quam nulla porttitor massa. Hendrerit dolor magna eget est lorem ipsum. Sagittis purus sit amet volutpat consequat mauris nunc. Ultrices neque ornare aenean euismod elementum nisi quis eleifend. Ultrices tincidunt arcu non sodales. Convallis aenean et tortor at risus viverra adipiscing. Molestie at elementum eu facilisis sed odio morbi. Sit amet nulla facilisi morbi tempus iaculis urna id volutpat. Adipiscing at in tellus integer feugiat scelerisque varius. Accumsan tortor posuere ac ut. Vivamus at augue eget arcu dictum varius. Neque egestas congue quisque egestas.
Ultrices vitae auctor eu augue ut lectus arcu bibendum. Diam vel quam elementum pulvinar etiam non quam lacus. Cras pulvinar mattis nunc sed. Consectetur libero id faucibus nisl tincidunt eget nullam non. Est pellentesque elit ullamcorper dignissim cras. Suspendisse ultrices gravida dictum fusce ut placerat orci nulla. Neque aliquam vestibulum morbi blandit. Consectetur a erat nam at lectus urna. Tellus in hac habitasse platea. Fermentum iaculis eu non diam. At tellus at urna condimentum mattis pellentesque id nibh tortor. Consectetur adipiscing elit ut aliquam purus sit amet luctus. Vulputate odio ut enim blandit volutpat maecenas volutpat blandit aliquam. Blandit cursus risus at ultrices mi. Pretium lectus quam id leo in vitae turpis. Volutpat maecenas volutpat blandit aliquam etiam. In hendrerit gravida rutrum quisque non tellus orci. Faucibus scelerisque eleifend donec pretium vulputate sapien nec sagittis.
To proceed, please click the "I Acknowledge" button below.
Get an inside look on your stock and fund holdings. A BRI Report is like an x-ray that highlights potential biblical worldview conflicts inside your portfolio. A member from our Investment Advisory team will reach out to you with the results. Afterwards, you will have the opportunity to continue a conversation with them if you desire.
1. *New* Trade Reports Section which aims at breaking down our tactical trades into easy to consume reports. These reports are live calculated and should be always up to date. This will be a helpful way of getting a regular snapshot of our trading activities.
2. *New* Trade Commentary Section which features new commentary weekly. We started this commentary system as a way of communicating with you updates about our recent trading, as well as news about the market and economy.
3. *New* Digital Trade Blotters, which tracks buys and sells for both the Daily Harvest and Faith-Based Models. Look through a history of our trades, or make searches for different time periods & symbols. A set of helpful tools on the right hand side will calculate results as you search for different symbols.
4. *New* Trade Activity feed, which shows all recent trades as they get logged into our system. This list showcases all the most recent buys and sells made, the minute they are logged in our system.
5. *Updated* Investment Models Section which displays a full list of current investment models and is now formatted to fit within this new section of our website.
Recent Comments