Take Control
of Your Wealth

At FirstHarvest Wealth Management Group, safeguarding client assets is a top priority. We use an independent, unaffiliated custodian, Raymond James Financial, which manages over $1.56 trillion in assets. Raymond James provides secure online access, reporting, and audit trails for all transactions, ensuring transparency and security.

During times when all asset classes are under pressure, cash may be the best option. In bear markets, where stock prices fall by 20% or more, we may choose to move investments to safer cash equivalents. Using low-cost Exchange Traded Funds (ETFs) makes this defensive strategy cost-effective, as ETFs can be traded throughout the day, unlike mutual funds.

We use fundamental analysis to help us with what to buy, Technical analysis to guide investment decisions of when to buy, focusing on price movements rather than company or industry stories. We prioritize relative strength—when a security shows higher highs and higher lows, indicating higher demand—and actively evaluate market conditions to seize opportunities. Our ability to create customized asset allocation blends ensures we meet diverse client needs.

We implement a "Sell-Side Discipline" by setting predefined exit points for each investment. If an investment price hits a predetermined loss threshold, it is sold, protecting profits and minimizing risk to principal. This approach helps mitigate risks during market corrections.

We invest primarily in ETFs, bonds, stocks, and some alternative positions that provide daily liquidity, ensuring clients can access their funds when needed. This approach also allows us to react swiftly to market declines, protecting client assets in volatile conditions.