Our History

Our​ Goal

Our​ How

SmartHarvest was founded with your needs in mind.  Our team averages 20 years experience in the financial services industry working with RIAs, UHNW,  and family Office professionals.  ​Having spent years with the nations leading investment managers and wirehouse advisory firms, we quickly realized that a truly personalized investment solution requires a truly boutique approach.  ​

Our goal is simple.  We focus on the very few things in investments that we believe matter and that we can control.  Taxes, portfolio construction, and cost.  We offer transparent portfolios that target your desired index exposure while delivering superior after-tax alpha and we do everything we can to keep costs as low as possible.

Unlike our competitors, we're not bound to the high costs associated with shareholders, sales commissions, and executive payouts.  Similarly, we also do not have teams of financial advisors competing for your clients business.  This keeps our costs low and allows us to focus on what we do best, serving our clients and delivering superior after tax returns in transparent portfolios.

​Our Team

The SmartHarvest team is comprised of dedicated financial professionals who share one common goal, to provide a best-in-class direct index solutions to a select client base. We come from a diversified background of investment management, trading, sales and consulting. Each team member comes with over 15 years of industry experience and proven success. ​

​We're Here for You 24/7

If you'd like to jump on a call and have a chat about how together we can achieve superior after-tax performance for your clients portfolios, please reach out, we're happy to start the conversation.

- Your SmartHarvest Team

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