A complete list of active advisors currently associated with Fig Tree Capital

Warmer can help you find a great advisor at Fig Tree Capital or one who fits your needs even better.

Fig Tree Capital provides fee-based financial planning and non-discretionary investment management to individuals and high-net-worth clients. Services described in the brochure include ongoing portfolio management (with prior client approval for trades), hourly financial planning and public seminars and workshops. The firm’s investment work is grounded in fundamental analysis and tailored investment policy statements, with periodic reviews generally performed quarterly and more often as needed. Investment strategies can include long- and short-term holdings, trading and options positions, but Fig Tree seeks client approval before executing transactions and documents client objectives and restrictions. Fig Tree Capital reports managing about $6.8 million across roughly two dozen clients, and it characterizes all managed assets as non‑discretionary—a setup that is uncommon among independent advisory firms. The principal holds CFA and CFP credentials, the firm participates in Charles Schwab’s institutional program (with disclosed economic benefits), does not sell insurance or annuity products, and forwards proxy materials to clients rather than voting them.

To learn more about the advisors currently working at Fig Tree Capital, 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.