6537-B Heartland Circle
Tallahassee, Florida 32312
PRIVATE MONEY MANAGEMENT
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 firstname.lastname@example.org for a firm prospectus or Form ADV.