What matters most to you? Your answers inform our investment approach and help construct your portfolios. Our industry-leading research and team of due diligence professionals will help you pursue your goals.
To construct your individualized portfolios, your private wealth advisor draws from our extensive understanding of economic and geopolitical environments, while working with you to identify your goals, liquidity needs, risk tolerance and personalized timeframe.
Your private wealth advisor begins by evaluating your overall financial picture. Working with your personal tax and estate planning professionals he or she carefully considers tax implications and how they relate to any business interests and other concentrated wealth. With your investment performance, capital preservation and legacy concerns top of mind, you can work together to construct portfolios that align with your goals.
The result is a combination of a high-touch boutique-like experience with access to resources ordinarily reserved for the world’s largest institutions.
Investment advisory program
Build customized, managed portfolios using a wide range of investment solutions geared toward your specialized needs, including tax managed strategies and access to institutional investment managers.
Direct your wealth to reflect the causes, issues and beliefs important to you while staying on track to pursue your financial goals through investments that have the potential to generate measurable social and environmental impact alongside a financial return.
Complete your financial strategy whether you’re trying to diversify your portfolio, protect against volatility, or accelerate growth.
Concentrated stock strategies
Baytree Capital can help you with concentrated stock strategies that aim to deliver risk management, liquidity, and diversification solutions within the context of your personal and financial goals.
Fixed income strategies
Satisfy income needs and diversify your portfolio by leveraging fixed income investments such individual bonds and other fixed income securities.
Interest rate hedging
Help to minimize the impact of swings in interest rates or inflation and reduce your vulnerability to current interest rate exposure.