Why Harvest Investment Advisors?
In spring 2004, David Roberts left his position as a high performing mutual fund manager for Northern Trust to found Harvest Investment Advisors in Tallahassee, Florida. The goal was simple: to use David’s experience both as a fund manager and manager of large institutional accounts aggregating approximately $1 billion for the exclusive benefit of his private clients.
In addition to access to his institutional management experience, the firm’s clients also benefit from a high degree of personal attention. Accounts are separately managed based upon the development of a unique investment strategy that considers the needs of each individual.
Highly competitive fees are based solely on assets under management. Transparency when reporting performance and fees is a hallmark of Harvest Investment Advisors.
for a firm prospectus or Form ADV.
KEY FACTS ABOUT HARVEST INVESTMENT ADVISORS, LLC
-
US Businesses
-
Companies in Florida
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Leon County Companies
- Company name
- HARVEST INVESTMENT ADVISORS, LLC
- Status
- Active
- Filed Number
- L04000029643
- FEI Number
- 550864026
- Date of Incorporation
-
April 16, 2004
Age - 22 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://harvestinvestmentadvisors.com
- Phones
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(850) 893-4414
(850) 893-4412
HARVEST INVESTMENT ADVISORS, LLC NEAR ME
- Principal Address
- 6537-B Heartland Circle,
TALLAHASSEE,
FL,
32312,
US
See Also