# Harvard Avenue Investment Advisory

Harvard Avenue Investment Advisory is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** harvardave.com

## Regulatory record

- **CRD number:** 291787
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291787

## About

Harvard Avenue takes a scientific approach to investing and provides services beyond investing, including insurance, estate planning, financial planning, tax planning, charitable donations, saving for children, and financial education. They invest client money using tried-and-true strategies with global diversification through ETFs and risk-based investing. For retirees they manage withdrawal strategy with attention to sequence of returns risk and taxes.

## Questions

### Is Harvard Avenue Investment Advisory or state regulators?

The firm is registered as an investment adviser, which can be verified through the SEC's Investment Adviser Public Disclosure database. Registration imposes a fiduciary duty and subjects the firm to regulatory oversight, though the exact scope of its registration — whether SEC or state-level — depends on its assets under management.

### Does Harvard Avenue Investment Advisory manage alternative assets like private equity or venture capital?

There is no public evidence that the firm engages in alternative-asset management. Most advisory firms of this size and profile concentrate on publicly traded securities, model portfolios, or third-party fund selection rather than direct private investments.

## Related profiles

- [Harvest Horizon Wealth Strategies](https://altss.com/profile/harvest-horizon-wealth-strategies)

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Last updated: 2026-08-14T12:30:00.000Z

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