Crooked Tree Capital Advisors

Financial Planning and Investment Strategy
Working toward long term financial security requires discipline and careful planning. We use sophisticated planning resources that help us to get a complete understanding of your personal situation. In turn, this helps us to build a customized solution that gives our clients the best opportunity to achieve their long-term goals.

Portfolio Management and Investment Risk Analysis
Having a clear understanding of the risk/return tradeoff and how to allocate client resources in the most efficient manner is foundational to this area of our work. It can be a complex, time-intensive process that requires ongoing monitoring to align the portfolio with client goals and constraints.

Retirement Planning