Asset Harvest
Expect trusted advice and an unwavering commitment to put your needs first.


When you engage an investment manager, you want to be assured you’ll receive objective, unbiased advice you can trust. Due to various frauds and schemes today, personal integrity is not enough. You should see that there is a systemic structural integrity of independent checks and balances to safeguard your assets.


At AHG, our fiduciary commitment is first illustrated by our fee-only business model. As a fee-only investment advisor, we do not deal with investment products that pay commissions. Therefore, we have no allegiance to third parties and all potential for conflict of interest is eliminated. As a fee-only investment advisor, we are compensated by a percentage of the assets we manage. That means we are 100% dedicated to serving our clients’ best interests – 100% of the time.


Further, to guarantee the highest degree of safety for your assets, we place the investments you entrust to our firm in custody with Fidelity Institutional Wealth Services. We chose Fidelity as our custodian for the length of time it has been in the custody business, a demonstrated commitment to client support, and, most importantly, the financial strength of the firm.


Fidelity Investments is a privately owned company and has been in the business for more than 60 years. Today, it is one of the world’s largest providers of financial services, with custodied assets of more than $2.6 trillion as of December 31, 2008.


Fidelity Institutional Wealth Services serves the brokerage and custody needs of Registered Investment Advisors, third-party administrators, and trust institutions. As of December 31, 2008, more than 3,500 clients custodied over $290 billion in assets with Fidelity Institutional Wealth Services.


We feel confident doing business with Fidelity in all markets and appreciate that, because the firm is privately owned, like AHG, Fidelity is free to make decisions based on long-term benefits —not short-term gains — for the clients it serves.