Investment Advisory ServicesPersonalized, Independent, and Transparent

  • We take into consideration the complexity, tax reality, estate planning concerns, risk tolerance, and investment experience of our clients
  • Our individualized, strategic investment approach changes with client circumstances and goals
  • As an independent investment consultant, or “manager of managers,” we are free to construct client portfolios within an open-architecture environment, and we remain diligent to avoid conflicts and are fully transparent about fees

Investment Advisory ServicesRisk Sensitive

  • We look at risk with a long-term lens, always considering the likelihood of strong risk-adjusted returns
  • Risk of course includes investment risk, but we consider client specific risks identified through planning and by our See the Forest process

Investment Advisory ServicesCutting Edge

  • Daintree has access to top-tier managers, with a bias toward boutique managers
  • We prefer niche managers who generate excess return in areas where larger pools of capital are unable to go, giving our clients opportunities that may not be available to them at larger firms
  • Our clients have exposure to diverse asset classes including hedge funds, private equity, real estate, commodities, and other alternative investments