Over the years, clients have come to us for a variety of needs and reasons. Yet these three comments seem to resonate most for our clients in their middle, peak earning years.
“We want a different approach - not the usual broker or agent.”
“I’m looking for someone I relate to and trust.”
“I’m looking for someone good.”
The world of investments and finances is extremely complicated, and most people in their prime earning years simply don’t have the time – even if they have the desire and ability – to invest in learning and staying on top of the vast financial universe. Yet they feel uncomfortable going to the usual commission-driven stock brokerage firms, agents, and financial advisors. They want something different.
Since our firm started years ago, we have been committed to taking a different path than the typical Wall Street-style financial firm. One far more personal. A progressive firm based on values. A firm that avoids a sales- and product-driven approach, in favour of a more deliberate and objective one.
We also believe in empowering our clients by working closely with them. Together we help map out their goals. Together we get to understand their tolerance for risk. Together we craft a financial strategy they feel comfortable with and one we adjust over time. And our clients have the peace of mind of knowing that we’re here for them, available to assist them with whatever they need.
We also help our clients by becoming one of their trusted advisors, ready to help answer questions about college savings programs, selecting a mortgage, managing inheritances, and objectively analyzing their various insurance needs – something few investment advisors do.
Our Six Step, planning-based approach allows us then to build an investment program that’s best for our clients. Our portfolios are carefully managed and utilize sophisticated investment strategies to try to minimize risk while providing growth. We’re also one of very few firms capable of properly incorporating social and environmental concerns into a portfolio.
So whether you’re part of young couple or family, or a hard-working single professional, let Good Harvest help make your life just a little bit easier, and help increase your peace of mind a good bit more.