First Edition

Vol #1 August 7th, 2020

Welcome everyone to the first edition of “The Till”. It’s Harvested Financial’s weekly newsletter about options, the markets, and the financial advisory business. We’re excited to start growing, and share the developments here.

To say that 2020 is an interesting year has already become cliche, and summer isn’t even over. While the markets have been tumultuous, uncertain and downright confusing at times, we believe this is the perfect backdrop to launch an options focused advisory firm. Options are the surgical tools needed to craft an all weather portfolio. Turbulence creates opportunities, and whether you’re looking for protection or growth, we’re building strategies for you.

Our motto is “Derivatives are for Everyone”. No matter what your investment objective, options strategies can help you precisely tune your portfolio. In our inaugural blog post, I talk about why derivatives are the next step in the investment frontier. By leveraging technology and automation, we’re bringing fully bespoke and defined outcome investing to all investors.

Harvested Financial is the first ever options robo-advisor. We’re here to provide options driven investment strategies, no matter where you go or when you have the time. Our portal guides investors through a portfolio creation process, and gives clients the flexibility to adjust as their objectives change. This platform allows us to leverage a fully cloud native architecture that synthesizes and distills actionable strategies from options market data.

Options strategies sound intimidating, but we’re here to help. With the Fifty/Fifty strategy we give a simple “up or down” framing for laser focused opportunities. Balanced Protection is about coverage - how much are you willing to pay for peace of mind? The bellwether options strategy of covered call selling gets super-charged with Converted Income - ultimate flexibility for exchanging potential growth for current income.

This week is a particularly exciting time to kick off the newsletter, because we set up the first accounts with our brokerage partner. With funds arriving in the very first Harvested Financial accounts today, we’re ready to start helping clients with options. We’re currently forming a private beta group, and expect to open access for these new clients on August 18th. Please feel free to reach out to our team if you have any questions or are interested in gaining early access.

Thank you for joining us on this adventure,

Mark Phillips
CEO