Olive Tree Asset Management

Overview

Olive Tree Asset Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. Its advisory services extend to individuals and small businesses as well as business and institutional accounts, and the firm offers pension consulting. Fee arrangements include both a percentage-of-assets model and fixed fees. The adviser does not identify as an active ESG investor and operates without a broad multi-state footprint. Investment activity centers on pooled public products as the primary building blocks for client portfolios, with discretionary management accounting for the bulk of client mandates. The firm supplements core mutual fund allocations with alternative real estate exposure via third-party managers rather than direct capital deployment.

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Location & Offices