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.

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.

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.

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

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.