Harvest Capital Assets

Harvest Capital Assets is an RIA (Registered Investment Advisory) firm, founded initially in 2010. We partner with two award winning custodians, TD Ameritrade and Interactive Brokers , and work with leading software provider MoneyGuidePro.

Our "DNA" is based on service and always doing the right thing. We invest alongside our clients, and as managing partner I can tell you I spend nearly all my daytime hours monitoring your investments.

Unlike other advisors, I believe every person should have access to financial advice and we maintain no minimum investment. We believe that children should have the ability to learn about investing early. For this reason, we provide complimentary management for immediate family members of our clients under the age of 18.**

We leverage expensive research from the best and brightest, including Paul Hinkley (Bespoke Investing), Charlie Tian (Gurufocus), Brian Nelson (Valuentum) and John Murphy and Arthur Hill (Stock Charts) to find individual investment ideas. We also have access to research provided by Rueters Thomson, Morningstar and S&P. I work tirelessly on my client's behalf, using both fundamental and technical analysis to find opportunities.