Harvest Financial Partners Profile Picture
  • Education Dartmouth College Amos Tuck School of Business; Vassar
  • Qualifications MBA, BA
  • Investment Experience Over 25 years experience
  • Founded 2008
  • Company Name Harvest Financial Partners
  • Website
  • Blog
  • 159 West Lancaster Ave
  • Suite 3
  • Paoli
  • Pennsylvania
  • United States
  • 19301
  • Company website with investment …
Manager Disclosure Document

Harvest Financial Partners

Investment Adviser

Investment portfolio

Harvest Financial Partners Domestic Dividend

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
1.87

365 days

Manager performance
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12.7%

365 days

Risk score

1.5% fee
$20,000 minimum


Important Information

1. Performance of the portfolio 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 portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.