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Investment Philosophy
Whether you're investing or trading, the secret is liquidity.
We anchor our client portfolios with allocations to the most liquid equity indices. This provides low fee, diversified exposure, which automatically rebalances with the trend.
For options, this liquidity ensures that we're trading in well priced securities, and paying the minimum of transaction costs. We want to transform risk as cheaply as possible.
The same principle applies to digital assets. Our exposure is managed through quarterly rebalances of the tokens with the largest market capitalizations.
Risk management is the backbone of our allocation philosophy.
Cutting edge investments have significant potential, but they must be sized appropriately. Before trading short dated options or allocating to digital assets, we build a foundation of broad market exposure.
Active opportunities require ongoing management and size adjustments. We take advantage of volatility in both directions to reallocate profits or dollar cost average the dips.
Money is for funding goals.
We work with clients who want to get the most out of their investments, and understand both the risks and potential.
For various stages of the investing lifecycle we target growth, participation, and protection. Starting with benchmark indices, our options overlays create granular adjustments that will either accelerate the returns or dampen the volatility of traditional equity holdings.
We also customize structured product positions that will give defined outcomes and protections. Right in your brokerage account.
Explore options automations...
Digital Assets are an explosive opportunity.
There's also quite a bit of risk involved. Whether it's price, custody, or regulatory; the landscape is constantly shifting and it's our job to stay on top of that.
We believe that keeping a reasonable allocation to this asset class not only provides portfolio diversification and earning potential, but also gets our clients in on the ground floor of what's next.
Learn more about Harvested's Digital Ten...
Opportunities are what make markets efficient.
The most liquid options necessarily have the best pricing, but that still leaves edge on the table.
Working in collaboration with PeakBot, we offer a selection of their automations as well as several proprietary bots exclusively to our clients. We're constantly adapting this capture to market conditions, using learning models to incorporate shifting narratives.
Learn more about PeakBot Portfolios...
Rebalance timing is critical to manage with options.
The results of a strategy are dependent on the prices you pay at trade time. We execute trade plans that minimize the randomness that comes from any given execution.
By slicing up options positions across several months, we're not tied to one specific expiration, reducing the impact of luck.
Read more in The Till
At Harvested Financial we work with clients to build a portfolio that is reflective of their objectives and aligned with our philosophy.
Something different?
Options are a scalpel for financial opportunities. We work with clients to solve a range of different goals. Borrow against your equity portfolio with managed collars. Neutralize concentrated risk that comes from restricted stock holdings. Manage the tail risk of volatile holdings, or right size investments with convex return. Reach out today, and find out what's possible.
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