Thoughtful advice. Disciplined execution.
A different kind of advisory firm.
Harvest Lane takes its name from the Fuggerei in Augsburg, Germany — built by the Fugger family in 1521 and still standing five centuries later — a reminder that the things worth building are made with patience and a horizon measured in generations.
Most advisors arrive at this work the same way. My road was different.
I’ve spent more than a decade on the institutional side of asset management — working alongside some of the largest fund companies in the country, watching closely how investment products are designed, positioned, and sold to the advisors who recommend them. From that seat, you learn to see exactly where the marketing ends and the substance begins.
That perspective is why Harvest Lane exists. I wanted a firm whose first instinct is to question rather than to sell — one that looks past the surface of a portfolio and asks a simple thing: is this built to serve the client, or the firm that assembled it?
Chad Butler · Founder & Chief Investment Officer · Series 66
Background & experience.
Chad Butler has spent more than a decade in institutional asset management, working with some of the largest firms in the industry. That gave him an uncommon vantage point — not only on how investment products perform, but on how they are built, marketed, and distributed. He now brings that perspective to bear for one set of interests only: his clients’.
Chad holds the Series 66 qualification and is registered as an Investment Adviser Representative.
He is also a relentless student of what moves markets. Outside the office he reads constantly — financial history, the long-run forces that reshape economies, and more company filings and primary research than most people would believe — not as a side interest, but because he’s convinced that careful, independent homework is where good decisions actually come from. That curiosity isn’t a hobby bolted onto the job; it’s the engine behind how Harvest Lane invests.
A near-lifelong Utahn, Chad lives in Sandy with his wife, Elise, and their three children, where his first commitment is to being the best husband and father he can be.
A higher standard.
Chad founded Harvest Lane around a conviction formed over a long career: that too much of the industry defaults to sameness — not because every client shares the same needs, but because uniform portfolios are easier to manage and easier to defend when markets fall. If everyone owns the same thing and it drops, an advisor can point to “the market” and move on.
He wanted to build something held to a different standard — where the work is judged by whether a client’s capital is doing what their life requires of it, not by how closely it tracks a crowd. That standard runs through everything here: independent thinking, disciplined research, and a fiduciary obligation that comes before anything else.
Long-term outcomes, grounded in research.
We focus on long-term outcomes, grounded in careful research, fiduciary accountability, and plain-spoken communication.
- Investment management built around your goals, not a benchmark
- Transparent, fee-only, fiduciary stewardship — our interests sit on the same side as yours
- Disciplined research and reporting, with direct access to the person making the decisions
We work with a select number of clients.
Every relationship begins with a conversation. We welcome the opportunity to learn about your situation and explore whether Harvest Lane is the right fit.
Schedule an introduction →