Resource Library

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Helpful Categories

Each of these categories represent helpful financial topics. The resources here were developed to help educate individuals as well as business owners and organization leaders. We hope you are able to find helpful articles and tools that answer questions on your mind. If you can’t find what you need in this library, consider asking us directly. You can also use the search bar to help wade through the content.

Frequent Questions

What is an investment philosophy?

An investment philosophy is the principles by which an investment advisory firm functions. These principles create our framework for managing portfolios as according the fiduciary standard to act in the best interest of the client. Learn more about our investment philosophy.

What is a Fiduciary and why is it important?

A fiduciary is an individual who acts on the behalf of another, and in this way, acts in the benefit of the other. We at Harvest Investment Services uphold all our advisors to the fiduciary standard, because it is important to us that we act in the interest and benefit of our clients and serve them humbly. View our mission statement.

What does BRI mean and what is it's significance?

BRI stands for “Biblically Responsible Investing,” because at Harvest Investment Services, we are dedicated to our mission of being stewards of the resources that have been entrusted to us. View our BRI models for more information.

Who is Envoy Financial?

Envoy Financial works with Faith-based organizations, churches, and associations to develop the most cost-effective retirement planning to better serve in ministry. Read about how Envoy functions at Harvest

What is an investment model?

An investment model functions as a structuralized way to personalize our clients’ portfolios in a way that best benefits them. The investment models at Harvest Investment Services incorporates downside risk control measures to “Harvest Gains and Limit Losses.” View our investment models and connect with an advisor today.

Content of Interest

The Cost of Procrastination

The Cost of Procrastination

When investing for retirement and other long-term goals, the effects of compounding can be one of your best allies. Waiting or procrastinating can eliminate precious time that could have been used to your advantage. The process of saving for retirement and investing that capital is a long and daunting process…

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Cyber Security Basics

Cyber Security Basics

Cyber security is a growing concern in today’s age especially since your personal information is being used for all kinds of accounts and purposes. Take a look at what Doug Kouns, ex-FBI agent and current CEO of Veracity IIR, has to say about cyber security and what you can do to protect your valuable information.

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FINRA Broker Check