Harvest Capital Assets, LLC

Harvest Capital Assets, LLC is a financial advisory firm established in August 2010, located in Sanborn, NY. The firm specializes in portfolio management services tailored to individual client goals, offering services such as investment strategy, asset allocation, and risk monitoring. Clients have the option to grant discretionary authority to the firm for investment decisions, which are made in accordance with fiduciary duties. Harvest Capital Assets primarily recommends individual securities but also advises on mutual funds, fixed income securities, real estate funds, and more to diversify portfolios. There is no minimum account size required for clients to access Harvest Capital Assets' services. The firm charges an annual asset-based fee of 1.55% for portfolio management, which is withdrawn monthly from client accounts. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. Harvest Capital Assets has assets under management totaling $67 million as of December 2024. The firm's investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading. Clients are informed of the risks associated with each strategy, such as potential capital loss and market volatility. Harvest Capital Assets does not accept performance-based fees and acts in the best interests of clients by avoiding conflicts of interest. The firm's investment philosophy is based on thorough analysis, risk management, and adherence to fiduciary duties.