Our Investment Strategy

Journey Tree employs a prudent, value-oriented investment approach. We are as committed to the preservation of capital as to the growth of it.

Our investment process emphasizes extensive research, broad diversification, and the patience and discipline to find good investments at good prices. Investment decisions are based on each client’s personal time frame, risk tolerance, values, and needs. Some of the benefits of Journey Tree investment management include:

  • customized tax management of your portfolio
  • income engineering so you get the cash flow you need
  • broad diversification to help you manage risk
  • no sales quotas, hidden fees, or commissions on investment products

Most of the new clients we work with typically have about $500,000 or more in investable assets, although some have less. Our clients are generally people who want to do what they love and want a long-term partner who can help them achieve their goals and aspirations.