Four Tree Island Advisory LLC

Four Tree Island Advisory LLC provides discretionary investment management to individual and institutional clients through separately managed accounts. The firm implements up to three named strategies — Capital Appreciation, Total Return, and Curated High Yielders — with a primary focus on liquid securities such as equities and fixed income, and may also use pooled investment vehicles when broad exposure is desired.

FTIA builds general investment and allocation models for each strategy and generally seeks to manage client accounts to mirror those models, while allowing for client-directed restrictions and tax-driven adjustments. The Capital Appreciation strategy emphasizes concentrated GARP/value positions (typically 10–20 core holdings) with low turnover, while the Total Return strategy focuses on yield, relative value and credit analysis with broader diversification targets.

What distinguishes FTIA from many peers is its explicit use of derivative strategies (covered call writing and put-writing) and its treatment of client-initiated borrowing — the firm counts equity attributable to margin borrowings in assets under management and discusses margin mechanics in its brochure. The firm also notes occasional use of pooled investment vehicles (ETFs, index funds) for thematic exposure, and manages accounts primarily on a discretionary basis.