Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Camp Hill, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$250,000.00
# of Accounts
170
Avg Client Age
60
Overview

We are interested in identifying and considering opportunities to grow our business through acquisition.

We are an Investment Advisor Representative of Harvest Investment Services, LLC.

We manage investment portfolios for individuals, 401(k) plans and a small number of reps around the U.S. Our proprietary portfolio management system integrates investment data from recognized industry providers with our own market analysis to provide investment models and portfolios characterized by growth potential and downside risk controls.

A growing part of our business involves Biblically Responsible Investing that integrates screening for Biblical values, investment fundamentals, relative strength, and downside risk controls into an effective portfolio.

We provide financial planning and intergenerational wealth transfer planning for clients who desire to reflect their personal values, beliefs and life purpose in their financial planning efforts.

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