Trees Investment Counsel provides high quality investment management services that are personalized to meet the financial goals of our clients.

We are distinguished by the background and flexibility of our team. Our professionals have an average of 20+ years experience and come from equity research, portfolio management and trust and estate planning backgrounds.

Our emphasis is on diversification and long-term investing in high quality securities. We balance risk and opportunity to achieve solid long-term performance, and we have a track record that demonstrates our success to date.

We also concentrate on enhancing, preserving and transferring client wealth through financial, tax, estate and charitable planning.

We offer our investment management services to:

• Individuals/Families
• Trusts
• Trustees
• Retirement Plans
• Foundations & Endowments