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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 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.
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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.
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