HARVEST HORIZON WEALTH STRATEGIES

Overview

Harvest Horizon Wealth Strategies is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for both individual/family and institutional clients. The firm emphasizes equity-oriented portfolios and is an active ESG investor, integrating environmental, social and governance considerations into its manager selection and security choices. Services span financial planning, portfolio management for individuals and institutions, selection of other advisers, publication of periodic materials and running educational seminars — a mix that signals both direct portfolio oversight and a role coordinating outside managers and solutions. The firm uses a flexible fee schedule that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which allows it to serve smaller planning-focused clients as well as larger discretionary mandates. Harvest Horizon’s classification as an independent RIA and its stated activity as a capital allocator suggest it blends internally managed strategies with allocations to third-party managers where specialized skill or access to alternative strategies is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices