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Fund your goals
Founder and Principal Mark Phillips has been trading options for over two decades.
From the trading pits to the screens, Mark brings a unique expertise to developing and implementing options strategies. He has worked with the largest brokers, dealers, and exchanges; and demands the same execution quality for his clients.
An options native
advisory firm
"I founded Harvested Financial because I wanted to bring the power of derivatives to everyone.
Options are a scalpel to transform the risk of your portfolio."
- Mark Phillips
INVESTMENTS
AND OPPORTUNITIES
Harvested Financial works with clients who want to fund interesting lives.
Portfolios are anchored by long term investments, while capturing opportunities in the constantly evolving space of options and digital assets.
A unique client experience
Throughout the year there are numerous checkpoints to revisit your portfolio and the market environment. Whether that's a call, a report, or a dinner out; engagement helps fund goals.
Biweekly Calls
Join an interactive call with Mark and other clients every two weeks to get real time insight and commentary on equity and volatility markets.
Monthly Updates
Monthly Performance Summaries include individual results as well as market analysis, portfolio adjustments, and ongoing research.
Individual Meetings
Regular check-ins to ensure your portfolio is working for you. Updates on projects, goals, and account performance.
On the phone, in the office, or offsite.
The options markets are constantly evolving, and the best way for us to stay on top of that is to read and write about it.
Every week Mark writes The Till, an editorial about investing, options markets, and how to understand them through the lens of our daily lives. This is complemented by bi-weekly research pieces about how to use options strategies in Portfolio Design.
Clients also benefit from research deep dives in Monthly Reports, highlighting how analysis informs strategy. For even more content, we have a curated list of resources for all levels of interest.
For independent traders
You want it your way. Here's how we can help.
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