What Makes Us Different
Experience the peace of mind you get from working with an independent, fee-only fiduciary.
Tree Street Advisory is among a select group of advisors who have a relationship with Dimensional Fund Advisors (DFA) to offer their funds. DFA partners with a carefully screened group of advisors to build highly customized portfolios that take into account each client’s risk tolerance, tax implications, and long-term goals. Rather than falling prey to Wall Street speculations or the hot stocks of the moment, DFA portfolios offer a full range of equity and fixed income strategies designed to target higher expected returns.
Tree Street Advisory and DFA are united in their belief that your assets are more than just a number. Instead, your assets represent your hard work, your sacrifice, and the security you’ve built for you and your family. We take our fiduciary duty seriously, and we are honored to develop portfolios that reflect the most important things in your life.
Rather than rely on short-lived investment fads, we focus on market efficiency and sound economic philosophies, educate you on academic-driven strategies, and create an investment portfolio that aligns with your needs.