A complete list of active advisors currently associated with Mangotree Capital, LLC
Warmer can help you find a great advisor at Mangotree Capital, LLC or one who fits your needs even better.
MangoTree Capital, LLC provides discretionary portfolio management, ERISA plan advisory, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and advises about $900,000 in ERISA plan assets for a compact client base. MangoTree customizes investment advice through in-house model portfolios (described as Tactical and Ultra‑Tactical) and by assessing each client’s risk profile, objectives, and liquidity needs, with ongoing monitoring and rebalancing under discretionary authority. The models combine active and passive strategies and may employ long and short positions, exchange-traded and mutual funds, individual stocks, options, and occasional short-term trading. The firm is affiliated with a licensed insurance agency and its investment adviser representatives may be separately licensed to sell insurance and earn commission-based compensation, a relationship the brochure discloses as a potential conflict of interest. Its explicit use of ultra‑tactical long–short and options strategies, willingness to trade on margin and to short securities, and the affiliated insurance business are features that differentiate it from many peers.
To learn more about the advisors currently working at Mangotree Capital, 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 |
|---|---|---|
Sterling Heights, MI
| 20
|
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