Put your money to work with our results-oriented approach.
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Fiduciary. Fee Based. Independent.
How We Measure Success
Tree Fort Financial measures our investment results against a benchmark, so our clients know how much value we provide.
Our internal goal is to generate more than the cost of our fees in excess returns over established benchmarks.
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. For full details, see Returns. Also see BOC Portfolio, for qualified clients.
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.
Are you a Qualified Client Purchaser or Institutional Investor?
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.