Napatree Capital

About Napatree Capital

Napatree Capital is a boutique wealth management firm focused on high net worth individuals and endowments. We create our own proprietary strategies based on in depth analysis of company fundamentals. Through frequent clear communication, we build a custom portfolio that matches your unique goals and needs.

At Napatree Capital, we're not selling someone else's ideas. We are the engineers of our own investment solutions. Our years of technical experience and market study inform our philosophy - one that embraces disciplined, long-term investment in companies with strong fundamentals.

What does that mean for you? Unlike many firms that act as retail outlets for investment products, you are coming straight to the source. We approach portfolio management with analytic rigor, looking at relative value amongst asset categories, so that your assets are allocated to those that best align with your financial goals and objectives.

We are fiduciaries. To be a fiduciary means to be legally and ethically bound to act in someone's best interest. This is our number one priority at Napatree. While no one can predict the markets, we study and map our investment strategies and monitor your account performance so that the decisions we make are in your best interest. Always.

It has been said that the highest form of flattery is a referral. For a current client to recommend our services to family or friends is an honor we strive for and one which we frequently receive. Our focus on earning trust, delivering results, and communicating clearly and frequently has helped us achieve the status of a highly recommended advisor.

General Information

Compensation and Fees

Disclosures