Yours may comprise a large cast of characters — spouse, family and close friends, business partners — and include many plot twists and turns. Banking , Financial services. The firm employs a top-down approach to selecting sectors to invest in with quantitative and fundamental analysis; and uses bottom-up stock picking to create its portfolios within those sectors. Harvest only considers buying stocks in companies that are fundamentally sound, offer strong and stable cash flows, possess solid balance sheets, and have relatively high dividend yields. Over the last 22 years, David Roberts has created a track record of beating the market in good years and bad. Enriching Lives.
Our Business
Do you know where everything is? The next two minutes will help you know where you are, and where you need to be. You already use downside risk controls by having homeowners insurance and car insurance… What makes your portfolio any less important? Procrastination can be costly. When you get a late start, it may be difficult harvest investment management make up for lost time.
Acting in your Best Interest
Accounts are separately managed based upon the development of a unique investment strategy that considers the needs of each individual. Harvest Investment Advisors offers clients the ability to invest in a wide array of asset classes and investment styles, which can both increase expected returns and reduce overall portfolio risk. These exposures include both active and passive investment approaches. For actively managed equity portfolios, individual stocks are selected across various sectors that are financially strong, priced below their intrinsic value, and offer above-average dividend yields. Currently, only stocks yielding 2. Selecting only stocks with above-average dividends is the foundation of the firm’s equity investment philosophy. The firm puts a strong emphasis on managing the risks inherent in investments.
We have identifiable success across agricultural investments and developments.
No two are the. We look forward to speaking with you. The firm provides asset management and retirement management services to pension and profit sharing plans, insurance companies, and enterprises. Over the last 22 years, David Roberts has created a track record of beating the market in good years and bad. We recognize that your history, your goals and dreams for the future, are unique and personal, and because we are independent, we are free to help write the story that truly reflects your goals. We help our clients position themselves to attain life goals, as well as financial objectives — while maintaining a sustained, comfortable lifestyle for you and your loved ones. Retrieved 19 May Street ID. Email David Email David Name. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care. Private Wealth Management. Selecting only stocks with above-average dividends is the foundation of the firm’s equity investment philosophy. Harvest investment management is achieved by addressing risks both at the individual security level and the overall portfolio level. He also served two consecutive terms on the five-person Investment Committee of the Florida Department of Treasury. A native of Tallahassee, he has five children with his wife, Kristin. Archived from the original on 24 October
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