AlphaSolutions Meetings

Harvest Investment Services has regular meetings to provide relevant and timely information on our AlphaSolutions portfolios, the economy and the political climate. We believe that by providing you with relevant, and timely information you will have better understanding of the AlphaSolutions strategy that utilizes a unique blend of global capital appreciation strategies, coupled with risk control techniques that are designed to “Harvest Gains and Limit Losses.”

Please see our calendar below for a list of our upcoming AlphaSolution meetings. Our monthly meeting are scheduled for the fourth Thursday of the month and will be held at our office. 

The agenda for our AlphaSolution's meetings are as follows.

First Segment:  6:30 to 7:10 PM (which is appropriate to invite guests to)

Provide opportunity for prospective clients to hear and learn something about our AlphaSolutions methodology of Harvesting Gains and Limiting Losses.  During this segment we teach the concepts of 

• Trending 
• Trailing stops.

Second Segment 7:20 to 8:00 PM (designed for existing and prospective clients)

Provide opportunity for existing clients to receive a portfolio update

• Go over current portfolio positions
• Strategy behind recent additions
• Review recent trades
• Buys and Sells
• Profit and losses
• Economic outlook

In addition, we will be hosting regular WebEx meetings throughout the month. Please call our office to RSVP for a meeting.