Put your money to work through 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, it’s 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 work on achieving 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 standard fee based on risk profile and assets under management.