6537-B Heartland Circle
Tallahassee, Florida 32312
850.893.4414 phone  
850.893.4412 fax


Q1 2018 Live Market Commentary

On Wednesday, April 4, David Roberts conducted a live market commentary on the first quarter of 2018.  Please feel free to contact the office if you would like to receive an audio recording of the call.

Why Harvest Investment Advisors?

In spring 2004, David Roberts left his position as a high performing mutual fund manager for Northern Trust to found Harvest Investment Advisors in Tallahassee, Florida.  The goal was simple: to use David’s experience both as a fund manager and manager of large institutional accounts aggregating approximately $1 billion for the exclusive benefit of his private clients.

In addition to access to his institutional management experience, the firm’s clients also benefit from a high degree of personal attention.  Accounts are separately managed based upon the development of a unique investment strategy that considers the needs of each individual. 

Highly competitive fees are based solely on assets under management.  Transparency when reporting performance and fees is a hallmark of Harvest Investment Advisors. 

Please contact David Roberts, Managing Principal, at (850) 893-4414 or droberts@harvestinvestmentadvisors.com for a firm prospectus or Form ADV.  

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