Put your money to work with our proprietary, data-driven approach.
Fiduciary. Fee Based. Independent.
How We Measure Success
Tree Fort Financial uses a proprietary investment method and measures our results against a benchmark, so our clients know how much value we provide.
Tree Fort Financial measures our results against a benchmark, such as the Dow Jones US Total Market ETF (symbol IYY) adjusted for risk tolerance. Returns over benchmark are excess returns. Excess returns measure advisor performance. Tree Fort Financial compares our excess returns to our advisor fees, creating a ratio of excess returns to advisor fees as a measure of whether our fees are paying for themselves in excess returns. If we do not provide excess returns, we will not reduce our fees, but reporting the measurement may make our services self-evidently worthwhile. Since inception 2003 through the end of last year, Tree Fort Financial has delivered cumulative excess returns for the hypothetical average client. That means that the hypothetical average client earned more in excess return over the benchmark, than she paid in fees. See the Tree Fort Financial Hypothetical Compounded Annual Return for more information. Past performance may not be indicative of future results.
As a fee-based fiduciary financial advisor, we do not retain any commissions and investment management services are offered for a standard fee based on risk profile and assets under management.
Our Proprietary, Research Based, Investment Strategy
Tree Fort Financial employs a proprietary, active investment management strategy based on research and with a focus on measuring results so our clients can see whether we are providing value. Tree Fort Financial uses proprietary big data sweep technology to find opportunities worldwide, and seeks to avoid underlying currency devaluation. Unintended consequences of global change may provide opportunity. Adding an element of conservatism in a portfolio is as important as considering upside potential.
Tree Fort Financial believes there may be less risk actively investing in the growing tip of world-wide securities markets than passively investing in under performing asset allocations; in rising markets it seeks to recommend investments in under priced securities with accelerating demand and rising value; in falling markets it seeks to preserve capital.
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What Makes Tree Fort Financial Different
We are committed to acting in your best interest. We follow the fiduciary standard because you deserve unbiased advice. Our financial planning process, results-oriented investment methodology, and our fiduciary standard, set us apart.
Client input and feedback propels our fiduciary process. Click below for client survey results.
How to Evaluate an Investment Manager’s Performance
One way to evaluate the performance of your investment portfolio is to measure your returns against a risk-adjusted benchmark. If your portfolio return is higher than the benchmark return for a specific period, that probably means your investments are outperforming the benchmark. Likewise, if your portfolio return is lower than the benchmark return, your investments are probably performing worse than the benchmark. Ask your investment manager, or an advisor you are considering hiring, to provide their returns compared to a benchmark so you can evaluate their performance yourself.