What Makes us Different?
Client First Approach
We provide our clients with opportunities ranging from annuities to full discretionary accounts as well as alternative investments through Raintree Financial Solutions. Our investment philosophy is structured around diversification and preservation of capital.
We see ourselves as educators who arm you with the information required to make informed decisions. Finance is complicated and we have broad experience within our team of advisors and administrative staff to help you navigate these important decisions. Your questions are always welcome.
Portfolio Diversification Strategy
The Core (Liquidity)
Alternative Investments (Income and Growth)
Alternative investments are generally private securities that do not trade on a public stock exchange and can include real estate, high yield debt, mortgages and private equity. Where suitable, we look to add alternative investments through Raintree Financial Solutions that can compliment your portfolio.
To see a traditional portfolio compared to what we recommend, please see below.