Red Tree Investments

Overview

Red Tree Investments is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on fee-based advisory work for individuals and families as well as small businesses and institutional clients, offering portfolio management and pension-consulting services. Its billing model is a mix of asset-based fees, hourly charges and fixed-fee arrangements. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It operates as a single-state adviser rather than a multi-state practice.

Assets & Accounts

Investments & Alternatives