Principles + People
Transparency & Independence
You cannot have meaningful relationships without trust. Being worthy of trust means always acting in the client’s best interest.
As an independent, fee-only, adviser, WhiteTree has an obligation to act in your best interest. We are not a brokerage, nor are we affiliated with any brokerage firm. We do not sell insurance or earn a commission from any financial product. Unconflicted advice means you come first, always.
Cultivate Meaningful Relationships
WhiteTree’s mission is to deliver best in class asset management strategies to a select group of clients. We would rather do extremely well for a few clients than be average for many.