Smartharvest Portfolios

Overview

Smartharvest Portfolios is a small, individually owned advisory firm focused on portfolio management for individuals, families and smaller businesses. The firm emphasizes equity-centric strategies, running separate managed accounts and pooled mutual fund/ETF allocations rather than direct private-market programs. Fee arrangements include a mix of asset-based fees, hourly consulting and fixed-fee work, which supports both ongoing advisory relationships and project-based planning or implementation. The adviser is not positioned as an ESG specialist, is not a multi-state adviser for regulatory purposes, and does not report acting as a pension consultant or capital allocator. Investment activity centers on liquid, exchange-traded instruments and mutual funds; there is no documented program of direct allocations to private fund managers on the adviser’s public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices