We work with Tim Macready (Brightlight) to construct our faith-aligned ETF portfolios. Our aim is to apply one or more of these methods. Avoid. Screen out the bad. Embrace. Look for the good. Engage. Steer companies toward the good.
Rebalanced for you
Once your portfolio is set up, our systems rebalance it when it drifts from the target allocation, and check it every month.6
Lessons that go deeper
A curated library to learn what the Bible says about faith and investing.
Deposits and withdrawals
Link your bank with Plaid, or add it manually through our qualified custodian. Set a one-time deposit, or a recurring one on a schedule.
Harvest app screens with example data, not a customer's account.5 The Funding projection is hypothetical and is not a guarantee of future results. See footnote 8 for the projection methodology, key assumptions and inputs, and material limitations and risks; actual results may differ materially.
Harvest app screens with example data, not a customer's account.5 The Funding projection is hypothetical and is not a guarantee of future results. See footnote 8 for the projection methodology, key assumptions and inputs, and material limitations and risks; actual results may differ materially.
Questions
How much does Harvest cost, and how is it billed?
One 0.30% annual fee on the assets we manage. There is no subscription, no trading commission, and no account minimum. It’s billed monthly, in arrears, on your average daily balance, and deducted from your account.
Example: on a $10,000 balance, the 0.30% annual fee is $30 a year, or about $2.50 a month. Fund expense ratios are charged by the funds themselves, and some custodian fees may apply, such as for certain transfers. Clients who join through a partner advisor may pay a different rate; see our Form ADV Part 2A and wrap fee brochure for full fee details.
Who holds my money?
All assets are custodied at Altruist. Harvest manages the portfolio.
What is faith-based investing?
As Eventide describes it, faith-based investing is an investment approach that is rooted in a biblical worldview. It starts with a positive aim: to honor God and love our neighbor through the way we invest.
Every Harvest portfolio applies one or more of three methods of faith-aligned investing, and each fund may use a different combination depending on its strategy.
Avoid: screening out companies involved in abortion services and support, adult entertainment, alcohol production, gambling and gaming, and tobacco products.
Engage: using shareholder engagement to encourage companies toward biblical values.
Screening criteria do not guarantee alignment with your personal values or beliefs.
Can I learn for free?
Yes. Learn, our courses on biblical stewardship and investing basics, is free with no account needed. You can open an investing account whenever you’re ready.
I already have a Harvest account. What changes?
Your accounts will move to our new custodian.
Ready to start?
Open an account in minutes, or start with free lessons.