Asset Harvest Group LLC
1600 Tysons Boulevard
8th Foor
McLean, VA 22102
Retirement Income Specialists
We specialize in helping our clients generate income (harvest) from their portfolios (assets).
Generating income from a portfolio is the holy grail of financial planning. But few professionals are adroit enough to produce multi-decade income and growth. Most focus merely on asset accumulation.
Want to know a secret? It is much easier to focus on wealth accumulation strategies: the performance demand is years, if not decades, away.
When failure is not an option and results matter, Asset Harvest shines. We are unique among financial professionals ― independent, Fee-Only advisors building customized portfolios of preferred stocks, dividend-paying stocks, corporate bonds, and ETF to generate real cash returns, not phantom percentage returns for our clients.
Do you need an income specialist? When it comes to harvesting income from your portfolio, do it the right way from the start. Once you improperly start drawing down your assets, it is difficult to undo the damage.
We focus on your long-term goals. Through personal discussions, we come to understand what is important to you. We produce a customized solution and embrace a committed, transparent relationship—not one based on transactions.
Our Investment Philosophy
We specialize in working with clients who needs portfolio management for (1) sustainable income and growth and (2) are ready for the NEXT phase of success.
We are totally different from most all other financial advisors. We do not use so called “model” portfolios for the core of our clients’ retirement portfolio.
Model portfolios are ineffective for retirement income planning. Everyone is truly different with unique needs, wants, and expectations. If the model American family is 2.6 children, do you know anyone with 2.6 children? None!
There is no cookie cutter model retirement income portfolio at Asset Harvest Group.
Your life experiences and future expectations are unique - your retirement income portfolio should be customized not a model. This recognition compels us to do our business one client at a time―real people with specific income needs not model needs or model dreams.
Many financial advisors will ask you probing personal and values questions─ in the end―they fit you in box of A, B or X model portfolio. Their implementation program is wrong from the very beginning―they are trying to fit a square peg into a round hole. We implement using customized portfolio for each client. Only the best of the best do what we do.
Founder - Femi T. Shote MSF, ChFC, CLU, CFP®, AIF®
Femi founded Asset Harvest Group, LLC (AHG) in 2000, after more than a decade of working in the industry as a financial analyst and advisor. Among the financial industry’s elite in terms of experience, education, and credentials, Femi’s broad expertise and industry know-how are rivaled only by his unwavering commitment to deliver superior client service. As an independent investment advisor, he does not recommend investments based on corporate mandates, but offers counsel free of commission conflicts. Therefore, Femi’s clients view him as a trusted advisor, a member of the family, a team player.
An accomplished writer and sought after media source, Femi is often quoted in industry magazines, professional journals, and newspapers, including the Wall Street Journal. He frequently speaks at conferences of various professional, community, and civic organizations and has appeared on “Choose to Save,” a program on WJLA-TV (ABC), Washington, DC. He enjoys spending time with his family, golf, and coaching his children’s Odyssey of the Mind teams.
Femi earned a Masters of Science in Finance in 1991 from Bentley University, Waltham, Massachusetts. He earned a Bachelor of Science (magna cum laude) in Accounting, Economics and Finance in 1987 from Roger Williams University, Bristol, Rhode Island. Femi professional designations are Accredited Investment Fiduciary (AIF®) , Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC)
Thank you for your inquiry!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Asset Harvest Group LLC has a portfolio minimum of $250,000 to accept inquiries through this directory.
