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Services - Tree Fort Financial


Wealth Management
Our internal goal is to generate more than the cost of our fees in excess returns over established benchmarks. If our internal goal is not met, our fees will not be reduced but transparency may make our services self evidently worthwhile. We have accomplished our internal goal of generating more than the cost of our fees in excess returns over established benchmarks based on a compound annual return for a hypothetical average client, compared to a benchmark return for a period since inception in 2003 through 12/31 of the last year shown (See PDF). For full details, see the Returns page. Also see BOC Portfolio.

Financial Planning
Tree Fort Financial seeks to quantify financial planning opportunities through a formal process. Prior to taking action, our only goal is to document cost effectiveness arriving at significant net savings.