RELATIONSHIPS ARE EVERYTHING
Whether it is business, family, friends or neighbors, relationships are built one step at a time through mutual respect, trust, commitment and understanding.
While some firms may be interested in the deal at hand, Harvestons is committed to the continuation and quality of its existing relationships and development of new relationships. We believe that no transaction stands alone, and that your long-term success is the key measure of our performance and continuation of our relationship.
WHAT WE OFFER
MUNICIPAL FINANCE
We have structured investment grade, un-rated and credit-enhanced financings including general obligation revenue and lease-backed obligations.
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DEBT UNDERWRITING
Harvestons regularly participates in public offerings and private placements of taxable and tax-exempt bonds.
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SALES AND TRADING
We offer competitive and cost effective order executions coverage for pension plan sponsors, money managers and other institutional investors.
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EQUITY UNDERWRITING
As a member of equity underwriting syndicate, we offer diverse distribution to first, second and third tier institutional investors.
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CORPORATE FINANCE
Our Corporate Finance Team provides equity and debt private placements, sales and trading and underwriting.
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CUSTOMIZED SOLUTIONS
We use practical, real-world experience combined with quantitative analysis to develop solutions specific to our clients’ needs and objectives.
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WHY HIRE HARVESTONS?
- Experienced Personnel
- Harvestons professionals offer over 100 years of investment banking and capital markets experience, each bringing a diverse background that affords a unique perspective in serving the needs of our clients.
- Service Orientation
- Our practice is founded on the premise of providing exceptional service and building long-term relationships with our clients.
- Pro-Active Approach
- Our pro-active approach emphasizes the development of creative solutions to address our clients’ most pressing challenges.
- Minority-Owned Business
- Hiring Harvestons enables our clients to achieve their social responsibility objectives without sacrificing the quality of the services they receive. Our clients not only create economic empowerment for the diverse professionals we employ, but also in the communities where we live and work.
Form CRS Relationship Summary and Regulation Best Interest Disclosures:
Form CRS
Form CRS Relationship Summary provides investors with information about the nature of their relationship with their Harvestons Securities’ investment professionals including an overview of the firm’s services, including information on certain fees and conflicts of interests, and other relevant information.
To view Form CRS, CLICK HERE.
Regulation BI
Regulation Best Interest aims to provide retail customers with full and fair disclosure about the products and services offered by broker dealers, including relevant conflicts of interest, to allow these customers to make appropriate investment decisions pertinent to their investment goals and needs while understanding the associated risks with such decisions.
Form Regulation Best Interest Disclosures will be available soon.