A complete list of active advisors currently associated with Red Tree Investments

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

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.

To learn more about the advisors currently working at Red Tree Investments, 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.