Who Provides What Service?
Investment Advice: Advisory services are provided by Harvest App LLC, an SEC-registered investment adviser. Harvest's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Harvest is not a tax advisor. For more details, see our Form ADV Part II, Form CRS, and other disclosures.
Brokerage Services & Custody: Brokerage services are provided to clients of Harvest App LLC by Alpaca Securities LLC, an SEC-registered broker-dealer and member of FINRA/ SIPC. Review FINRA's BrokerCheck.
SIPC Protection: Alpaca Securities LLC is a member of SIPC, which protects securities of its members up to $500,000 (including $250,000 for cash). SIPC protects against broker-dealer failure, not market losses. For details, see www.sipc.org.
Risk Disclosure: Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature. Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. Before investing, consider your investment objectives, risk tolerance, and Harvest App LLC's fees and expenses.
Faith-Based Investing: Our faith-aligned portfolios apply screening criteria based on biblical principles, which may result in excluding certain companies or sectors. This values-based approach to investing may not be suitable for all investors. Screening criteria do not guarantee alignment with your personal values or beliefs.