Put your money to work through investment management.
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Fiduciary. Fee Only. Independent.
Ongoing Investment Management
As part of an ongoing relationship with our clients, we offer investment management services.
Our clients save money for many different reasons – to feel secure, to prepare for financial independence, to buy a home, to help put a child through college.
If money you save sits in a bank account, over time it may actually lose purchasing power – because money in a bank account is unlikely to generate enough interest to cover the cost of inflation.
Therefore, it’s important to seek out other ways of putting your money to work for you so you can achieve your financial goals. Typically, this involves investing your money in assets that have the potential to grow by more than the cost of inflation. But to do this, you must take on risk.
Tree Fort Financial manages investments for its clients as part of its ongoing financial planning and investment management services. We work with clients to understand their risk tolerance, financial goals, and timelines. Then, we recommend an investment strategy that is suited to your situation. And, we monitor your progress toward your goals along the way.
All investing strategies we offer involve risk and may result in a loss of your original investment which you should be prepared to bear.
Past performance may not be indicative of future results.
As a fee-only fiduciary financial advisor, we do not accept any commissions. Ongoing financial planning and investment management services are offered for a fee based on complexity of your situation, risk profile and assets under management.
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 client-focused financial planning process; ongoing financial planning and investment management support; and our fiduciary standard set us apart.
Client input and feedback propels our fiduciary process. Click below for client survey results.