Portfolio solutions

— FARNAM TREE ADVISORY SERVICE

We provide independent advice and portfolio solutions to a range of clients including family offices, foundations, individuals and endowments.

Every investment plan is established to fulfill a liability or need of an organization’s mission.  We combine our knowledge, technical platforms, personalized planning and structured advice to help our clients achieve specific goals and solve problems you may have.

Successful long-term investing requires a straightforward and uncomplicated approach.  Long-term performance and needs to be balanced with meeting goals, objectives and spending needs.

Our portfolios are easy to understand, operationally efficient, low-cost, transparent and liquid.

— WHAT DOES THIS SERVICE INCLUDE?

  • Preparing written investment guidelines

  • Selecting investment funds/assets

  • Monitoring results

  • Diversifying portfolio and rebalancing

— YOUR QUESTIONS

  • Share with us what your existing or possible investment mandate is. We will identify the key factors we believe are most important and share how we would approach reaching your objective.

  • Yes.

  • Mostly low-cost ETFs and funds that are appropriate with your asset allocation and objectives. Asset class allocation is primarily concentrated among equities, bonds and some alternatives.

    Cryptocurrencies fall outside of our circle of competence and is not a part of our service.

  • Yes. We believe that asset allocation is the most important driver of portfolio returns, and ignored by many investors

  • We recognize the differences in level of experience among investors. Once we understand your needs and the particulars of your situation, we will make our assessment and identify appropriate solutions.

    For those with limited experience, we offer investor education sessions. You can reach out to us to schedule an appointment.

  • No, we do not do any financial planning. We work with one that can help you at a preferred rate.

— FREE PORTFOLIO REVIEW

To commemorate our opening we are offering portfolio reviews until the end of 2022.