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159 West Lancaster Avenue, Suite 3
Paoli, PA 19301
610.240.4740 (Main)
877.240.4740 (Toll Free)
610-240-4743 (Fax)


Harvest Financial Partners Relationship Summary

Harvest Financial Partners Disclosure Brochure

Diversification Into Other Types of Investments

The Harvest Financial approach of buying high quality, dividend-paying stocks is an excellent core investment strategy. However, for some clients it may make sense to diversify into other asset classes.

In order to provide our clients this added level of diversification, we typically utilize mutual funds or exchange traded funds. To determine which funds to use for our client’s portfolios:

  • We look for established asset classes that have stood the test of time.
  • We seek out managers in the asset classes that have a clearly articulated and consistently applied investment approach that focuses on buying investments for less than they are worth today.
  • We choose those managers that have the flexibility to apply their investment approach in areas where they find the most compelling value.
  • We invest with the managers that have a proven record of success.

We also utilize bonds to provide stability. We can tailor a bond portfolio to a client’s specific tax situation, or so that maturities coincide with cash needs, like a child’s college tuition or the down payment on a home.

We may also periodically utilize funds that allow us to participate in broader themes in the market. Those themes could include alternative sources of energy, clean water and the aging of the baby boom population.