We provide comprehensive and highly personalized services for individual and institutional clients. Core services include:

Individual and Institutional Clients

• Personalized Service – Trees Investment Counsel carefully reviews client objectives and tailors an investment policy to match those needs and goals. We are accessible and approachable. The same professional team is involved with each client.
  
• Asset Allocation and Portfolio Construction – We take into account risk parameters and income needs in order to customize an optimal mix of securities and asset classes. Diversification is a key tenet of our philosophy to minimize risk.
  
• Investment Management of Marketable Securities – Marketable securities include foreign and domestic stocks, bonds, money market instruments, exchange traded funds (ETFs) and index funds. We invest in individual securities to cost effectively and tax efficiently manage your account.
  
• Investment Management of Private Securities – Private securities in which we invest include real estate, private equity, venture capital, and natural resources. Outside managers with specific expertise and track records are chosen to manage these investments. We invest directly in funds and occasionally use fund-of-funds in this realm.
  
• Quarterly Reporting – Quarterly, Trees Investment Counsel will provide portfolio valuations along with a general investment review and a synopsis of recent activity.

Individuals and Families

• Independent Investment Advice – Our services encompass goal setting, budgeting and cash flow planning. We can also be of assistance with charitable giving through trusts, foundations or individual accounts.
  
• Trust and Estate Planning Expertise – For individuals and trustees, estate planning can be an integral part of the investment policy. We are very familiar with trusts that seek to preserve and enhance wealth for future generations, and we have extensive experience working with various kinds of trusts and family partnerships. Moreover, we use an integrated approach to trust and estate planning, working in concert with your legal advisors.
  
• Tax Planning and Management – We consult with your accountants and attorneys to manage portfolios in a tax efficient manner. Additionally, we are adept at dealing with concentrated low cost-basis holdings. Generally, we seek to enhance total returns by minimizing taxes (estate and income) while making sound investment choices.

Administrative

Securities are held by independent custodians that provide trade confirmations and monthly reports. Clients may chose their own custodian or we can provide recommendations for them.

Our minimum account balance is $2 million.