Our Services

With so many different avenues available for financial advice, instead of simply listing our services here (which will sound very similar to other firms), we decided to just summarize the things that we feel distinguish our firm.

Four Primary Reasons To Choose RiverTree:
1. Independent and Fee-Only – The most client-focused and transparent business model available.
2. Technology and Communication – Proactive, relevant and frequent – so clients always feel connected and informed.
3. Client Service – Always promised by other firms, but rarely delivered. Exceeding expectations is the norm.
4. Investment Philosophy – Logical, organized, and flexible. Using both internal and external expertise.

Why is it so difficult to find and select an investment advisory firm? It is one of the most important decisions that an individual, a family or an institution can make, and yet it is often made with something less than a complete set of facts. Transparency from both sides is the key to producing solid advisor/client relationships, and the topics below are the core issues that define RiverTree Advisors.

Independent and Fee-Only Business Model
As a completely independent, fee-only investment advisory firm, we have the freedom to engage only with clients who are a solid match with our firm, and the only way to do that is with a completely open and transparent exchange of information regarding how our firm’s true capabilities line up with a client’s true needs and objectives. And since we are regulated directly by the United States Securities and Exchange Commission, that registration comes with a fiduciary mandate to always put our clients’ interests ahead of our own, which is the highest professional standard available in the industry.

Technology and Communication
Communication still in use by most advisors today consists mainly of reactive and outdated methods. Contrary to those approaches, from the very beginning our firm has committed to being proactive and innovative in using technology to communicate with our clients. As examples, our web-based reporting system allows clients to always know exactly how their investments are performing and allocated, and our active use of virtual meetings, video technology and email allow for frequent updates and direct interaction in a very efficient manner for all. With clients spread across the U.S. and in foreign countries, our use of communication technology keeps our clients completely up to date with our firm and their investment picture.

Client Service Experience
We consistently hear from our clients that one of the best characteristics of RiverTree is our delivery of exceptional client service. Today every advisor and firm promises great client service, but the truth is that there is no way to verify those claims until after you are already a client. So our approach is simple – use technology, committed personnel and a top tier network of internal and external resources to respond to client needs quickly, accurately and, whenever possible, taking that one extra step beyond what the clients are expecting, even at times anticipating client needs that they themselves don’t yet know they have. Only a solid infrastructure and commitment to client service makes that possible.

Investment Philosophy
A unique investment philosophy is considered by many investment advisory firms to be elusive, meaningless or even impossible, but we heartily disagree. Using both internal and external expertise, our approach is to use strategies that are logical and organized, but which contain enough flexibility to adjust to future global market conditions that no one can predict. We value a global approach to allocation, liquidity in our holdings, and transparency to our clients. We also prefer strategies that are mathematically, statistically or technically driven versus those that rely on forecasts and predictions. All of this is organized to be easily understood by our clients, and begins with each client completing a scientifically-based volatility assessment to determine an appropriate initial allocation for each client’s specific objectives and attitudes.

An Invitation
We are pleased you have visited our website, and hope you will absorb all that is here. Then, if ours seems like the kind of firm you might like to have working on behalf of you or your organization, we invite you to contact us to begin the process of determining if we are a fit for each other. Whether you are an individual, a family, or an institution, we look forward to speaking with you and determining together if your situation is right for experiencing the RiverTree difference. The process can begin on our Contact page, which can be found at the link below.

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