Jackson Financial Group, 11087 Wildlife Trl, Tallahassee, FL 32312, US

Harvest Investment Advisors, LLC is a registered investment advisor (RIA) based in Tallahassee, Florida. Founded in 2004 by David Roberts, a former mutual fund manager at Northern Trust, the firm offers private wealth management services to its clients. With a focus on personalized attention and a unique investment strategy tailored to individual needs, Harvest Investment Advisors provides access to a wide range of asset classes and investment styles, including both active and passive approaches. The firm's investment philosophy emphasizes selecting financially strong stocks with above-average dividend yields and managing risks at both the security and portfolio levels. Under the leadership of M. David Roberts, CFA, Harvest Investment Advisors brings institutional expertise to its private clients. With a background in managing institutional accounts using a large-cap value strategy, David Roberts founded the firm to exclusively benefit his private clients by utilizing his experience as a fund manager. With an MBA in finance from Vanderbilt University and the Chartered Financial Analyst (CFA) designation, David Roberts brings a high level of expertise to the firm. In addition to his professional achievements, he is actively involved in community service and sports coaching. With a commitment to transparency and a focus on client satisfaction, Harvest Investment Advisors is dedicated to providing personalized wealth management solutions.Generated from the website