Green Harvest

PGIM Investments to acquire direct indexing firm Green Harvest Asset Management

Retrieved on: 
Tuesday, October 19, 2021

PGIM Investments announced today that it has entered into an agreement to acquire Green Harvest Asset Management LLC (Green Harvest), a separately managed account (SMA) platform providing customized solutions for the complex needs of high-net-worth investors.

Key Points: 
  • PGIM Investments announced today that it has entered into an agreement to acquire Green Harvest Asset Management LLC (Green Harvest), a separately managed account (SMA) platform providing customized solutions for the complex needs of high-net-worth investors.
  • PGIM, Inc. is the $1.5 trillion global investment management business of Prudential Financial, Inc. ( NYSE: PRU ) a top-10 investment manager globally.
  • Upon completion, Green Harvest will join PGIM Investments retail platform, expanding the firms wide range of investment solutions and capabilities.
  • Green Harvest Asset Management LLC was formed in 2017 by a team of seasoned ETF and asset management experts.

Laidlaw Wealth Management Boosts Investment Offering With Green Harvest Deal

Retrieved on: 
Thursday, December 12, 2019

Laidlaw Wealth Management is pleased to announce that it is expanding its collaboration with Green Harvest Asset Management.

Key Points: 
  • Laidlaw Wealth Management is pleased to announce that it is expanding its collaboration with Green Harvest Asset Management.
  • Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals.
  • This new expanded relationship substantially enhances Laidlaws investment offering and supports our commitment to provide truly innovative solutions for our clients, said Ken Mathieson, Founding Partner of Laidlaw Wealth Management.
  • We are very pleased to be working so closely with Laidlaw Wealth Management, said Bob Holderith, CEO of Green Harvest.