A complete list of active advisors currently associated with Appletree Financial Services LLC

Warmer can help you find a great advisor at Appletree Financial Services LLC or one who fits your needs even better.

Appletree Financial Services provides investment management and financial planning services to entities such as pension and profit-sharing plans, charitable organizations, and corporations, and also offers retirement plan consulting to employer plan sponsors. Its advisory services include developing investment policy statements, investment reviews, fee analysis, participant education, vendor searches and monitoring of plan investments. The firm manages portfolios using a mix of active and passive strategies guided by asset allocation and modern portfolio theory, and it may incorporate ESG-minded vehicles or exposures such as cryptocurrency where appropriate. Appletree routinely recommends and monitors Outside Managers, and it participates in a model marketplace to subscribe to model portfolios for use in client accounts; its compensation is fee-only and commonly based on a percentage of assets under management. What is noteworthy relative to peers is that, despite being newly formed and operating with a single principal and no reported assets under management, the firm offers pension consulting and formal selection and due diligence of other advisers—services that are uncommon among managers in its category. It also positions itself as an ERISA fiduciary when advising retirement plans and discloses that it does not share in Outside Managers’ advisory fees while continuing to act as the primary advisor overseeing those relationships.

To learn more about the advisors currently working at Appletree Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.