A complete list of active advisors currently associated with Apple Tree Asset Management, LLC
Warmer can help you find a great advisor at Apple Tree Asset Management, LLC or one who fits your needs even better.
Apple Tree Asset Management serves individuals (including high‑net‑worth clients), charities, corporations and retirement plans and manages about $152 million across roughly 780 accounts. The firm provides comprehensive financial planning, ongoing discretionary portfolio management using proprietary model portfolios, qualified plan consulting, and recommendations and monitoring of third‑party advisers. The firm’s investment approach emphasizes asset allocation and customized portfolios constructed from its model portfolios, with discretionary authority to implement trades and periodic rebalancing to maintain target allocations; recommendations consider performance, fees, tax efficiency and client preferences. Apple Tree also uses solicitor arrangements with third‑party managers, monitors those managers on an ongoing basis, and meets with clients at least annually for reviews. Noteworthy features disclosed in the brochure include in‑house tax preparation and filing services offered under a separate engagement, and owners/associates who may be licensed insurance agents and receive commissions for insurance sales — conflicts of interest that the firm discloses and describes mitigation steps for. The firm also provides Biblically Responsible Investment screening for other advisers (e.g., Q3 Asset Management) and may share solicitor fees with third‑party advisers, arrangements the brochure highlights as subject to disclosure and client consent and that are less common among similar team firms.
To learn more about the advisors currently working at Apple Tree Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 5
| |
Fort Wayne, IN
| 3
| |
Fort Wayne, IN
| 26
| |
Fort Wayne, IN
| 25
| |
Fort Wayne, IN
| 24
| |
Fort Wayne, IN
| 25
|
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