Because how you build wealth matters.
Many people believe that aligning investments with their values requires either a massive net worth or deep financial expertise. Harvest was designed to challenge that. As an SEC-registered investment adviser (RIA), we provide a digital platform that seeks to align your portfolio with biblical principles—removing the traditional barriers to entry.
The "Third Way" to Invest
Investors often face a choice between "values-neutral" apps or private advisors with high minimums. Harvest provides a middle ground:
1. Values-Based Screening
We use a disciplined Avoid, Embrace, and Engage framework designed to filter your investments through a biblical lens.
2. Professional Tools, Regardless of Balance
High-end portfolio management shouldn't be gated by your account size. Our platform automates the technical aspects of stewardship:
No Account Minimums: Start building your portfolio with as little as $1.
Automated Rebalancing: We monitor your holdings and make adjustments designed to keep your risk profile on track.
Fractional Shares: We utilize fractional share trading so that your deposits can be diversified across your entire strategy immediately.
3. Transparent Fee Structure
We believe in pricing that is easy to understand.
Educational Content: Biblical stewardship modules are provided at no cost.
$10/month or $99/year: Standard advisory fee for portfolios under $25k.
0.30% annually: Advisory fee for portfolios $25k and over.
Security & Oversight
Harvest is an SEC-registered Investment Adviser. We do not take custody of your funds; all assets are held by Alpaca Securities LLC, a FINRA-member broker-dealer.
Asset Protection: Your brokerage account is SIPC-protected up to $500,000 (including $250,000 for claims for cash).
Data Security: We utilize bank-level encryption and multi-factor authentication to protect your information.
The Bottom Line: You are a steward. Harvest provides the technology and professional oversight to help you invest accordingly.
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