CLEARTREE ASSET MANAGEMENT, INC.

Overview

Cleartree Asset Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family investors and it charges clients a percentage of assets under management. Investment activity skews toward public equity exposure delivered through exchange-traded vehicles and separately managed account structures, with a secondary use of mutual funds and annuities to address client needs for diversification and income. The firm does not position itself as an active ESG investor and is organized to serve a limited, localized clientele rather than a multi-state advisory footprint. Cleartree’s operating style centers on discretionary portfolio oversight—most client assets are managed on a discretionary basis—allowing the firm to implement equity-focused allocations and manage trading, rebalancing, and tactical adjustments without seeking client approval for each trade. Given the relatively small scale of the business, the firm appears to emphasize direct client relationships and tailored account-level decisions rather than large pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices