Red Tree Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Red Tree Investments provides fee-based investment advisory and portfolio management services to individuals and a range of institutional clients, including qualified retirement plans, trusts, charitable organizations, and local government entities. The firm operates as a single-advisor practice and also offers consulting engagements for institutional clients on non-investment business topics.
The adviser uses fundamental analysis and a long-term, value-oriented buy-and-hold approach, concentrating on U.S. equities, publicly traded REITs and ETFs while employing other securities to manage risk and diversification as needed. It generally manages client accounts on a discretionary basis and also works with plan sponsors and participants to develop investment policy statements, monitor options, and provide participant-level fiduciary advice under ERISA when engaged.
What is distinctive about the firm is its provision of pension consulting and municipal services — including the ability to serve in ERISA 3(38) or 3(21) roles and to provide participant fiduciary advice — despite being a very small, solo-practitioner advisory business. The firm also combines an institutional consulting practice and municipal training activity with referral arrangements involving a registered municipal advisor, an atypical mix of services for a firm of its size.
Client services
Expertise
Fee options
Up to $150,000 depending on scope for consulting services; up to $100,000 per year fixed fees for local government entities
$250 per hour, negotiable
Main office
Denton TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Red Tree Financial · Red Tree Financial LLC · Red Tree Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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