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Asset Harvest

Individual Investors
Institutions & Non-Profit Organizations

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"Combining a research-driven investment process with personalized advice to deliver comprehensive financial solutions"

When it comes to successful wealth management there are two certainties – there are no shortcuts and you benefit from experience and discipline. Since 1992, professionals, small business owners, trustees of pension and profit sharing plans, and foundations have trusted the Asset Harvest Group (AHG) to grow and preserve their wealth.

How will AHG work for you? We combine the perspective that comes from comprehensive financial planning with a highly disciplined, research-based investment philosophy to help you make wise decisions and meet your goals. Rather than speculate on the whims of Wall Street, we base decisions on intimate knowledge of your objectives and the science of capital markets. With our proven process firmly rooted in Nobel prize-winning research, AHG delivers consultative financial planning, disciplined investment management, superior asset protection, and income distribution strategies to match the unique needs of each client.

If you’re ready to define your goals and commit to a proven process based on empirical research and informed by personalized advice you can trust, we invite you to learn more about AHG. You’ll find our independent advice and fiduciary commitment will deliver true peace of mind.