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Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals.

Our investment strategies are designed to provide investors with broad exposure to the equity and fixed income markets with minimal tracking error while maximizing after-tax returns.

Harvesting Strategy Weekly Blog ♦ May 10, 2021
What Higher Tax Rates Might Look Like
Interest in tax beneficial investment strategies may increase dramatically if the proposed Biden tax plan becomes a reality.
by Solomon Teller, CFA, Chief Investment Strategist
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Harvesting Strategy Weekly Blog ♦ May 3, 2021 
Tax Benefits Captured Despite Strong April Returns
The tax filing deadline is two weeks away, but Tax Benefit Capture (TBC), continues in all seasons.
by Solomon Teller, CFA, Chief Investment Strategist
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Harvesting Strategy Weekly Blog ♦ April 26, 2021
Tax Loss Harvest Your Municipal Bonds
Amidst the press coverage of potentially higher tax rates, it’s welcome news that tax-advantaged and tax-free muni bonds can be tax loss harvested too.
by Solomon Teller, CFA, Chief Investment Strategist
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Harvesting Strategy Weekly Blog ♦ April 19, 2021 
Crypto Could be Challenging to Loss Harvest
TLH may be possible after events such as Sunday’s flash crash, but differences among cryptocurrency products may complicate their direct substitution.
by Solomon Teller, CFA, Chief Investment Strategist
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Harvesting Strategy Weekly Blog ♦ April 12, 2021 
A March for Tax Alpha
Notable highlights of Green Harvest’s Tax Benefit Capture from last month.
by Solomon Teller, CFA, Chief Investment Strategist
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Harvesting Strategy Weekly Blog ♦ April 5, 2021 
Four Propitious Investment Questions
At dinner on the first night of Passover, it’s ritual for the youngest at the dinner table to recite four questions about the Passover tradition.
by Solomon Teller, CFA, Chief Investment Strategist

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Harvesting Strategy Weekly Blog ♦ March 29, 2021 
The Greatest Year-Long Rally
Investors who liquidated their portfolios during last March’s volatility likely missed out.
by Solomon Teller, CFA, Chief Investment Strategist

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July 9, 2020 For Immediate Release:
Green Harvest On Multiple Platforms

NEW YORK – Green Harvest Asset Management announced today the availability of its strategies on an expanded selection of wealth manager investment platforms, including Fidelity Investments, Schwab’s Managed Account Marketplace,  TD Ameritrade, Laidlaw Wealth Management as well as a major New York City-based wirehouse, national independent broker dealers and selected private banks. This comes in response to increased investor interest in the firm’s strategies, and demand for tax alpha in their portfolio.

Click here to download the press release.

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