Harvest Financial Partners Profile Picture

Harvest Financial Partners

Investment Adviser

Harvest Financial Partners was founded by Jim Wright and John Fattibene. Jim has worked with individual and institutional clients as an investment manager and analyst for more than 22 years. Before forming Harvest Financial Partners, Jim worked at the Davidson Trust Company, Delaware Investments and PNC Bank. John began his career as a commercial lending officer in Baltimore. When John left lending, he joined Vanguard where he worked as a financial planner. After leaving Vanguard, John worked for two financial planning firms and an investment management firm. John is also an attorney.

Investment models

  • Harvest Domestic Dividend

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    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Equity
    • Cap Bias Large Cap
    • Geography US
    • Style Value
    Performance
    • 7.3%
      90 day
    • 18.6%
      365 day
    Avg. Sub.
    • 7.0%
      90 day
    Monthly vs S&P500
    harvest fp - domestic dividend
    -1.9% 12 months
    3
    1.5% fee

Model commentary

  1. Facebook vs. Google says we're not in a stock bubble

    25 September 2012

    The big rally in Google shares while Facebook languishes says something positive about the stock market: It’s one sign that we’re not near a bubble.

  2. Tech stocks offer appeal for dividend seekers 19 September 2012
  3. Don't be a fan when investing 19 December 2011
  4. Microsoft to enter China as Baidu partner; holding of these Covestor models (MSFT, GOOG) 6 July 2011
  5. We look for dividends, quality and value, like Cisco Systems - Harvest Financial [radio interview] 7 June 2011

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.


About investing

About Covestor

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