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by taylorj | May 29, 2024 | Customized - Staff, Directory
Vice President of Operations Andrew Barlow (719) 652-7003 abarlow@harvestinvestmentservices.com My Resources of Interest Follow me on LinkedIn Meet our Vice President of Operations About Me Andrew Barlow lives in Wheaton, IL with his wife Kimberly and 2 daughters (7...by taylorj | May 29, 2024 | Customized - Staff, Directory
Director of Trading Brenton Newell (630) 425-8338 bnewell@harvestinvestmentservices.com My Links of Interest Follow me on LinkedIn Meet the Director of Trading About Me Brenton has played a role at Harvest for a number of years. He spent about two years as a part time...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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