Investment Management

Investment Management

We believe that the best approach is a disciplined investment strategy over time. We do not believe in short-term tactics or market timing. We will always offer a well thought out rationale behind everything we recommend.

Investments should hold up to objective research, empirical data, and common sense. Taxes and expenses, which are often overlooked, can have a significant impact on investment results. We work to ensure our investment recommendations and portfolios are tax aware and cost effective to minimize the impact on your results.

Blue Tree + First Ascent

To ensure our clients have access to top industry experts, Blue Tree Financial partners with First Ascent Asset Management for portfolio management and trading operations. The First Ascent team brings investment excellence through their team of Chartered Financial Analyst® (CFA®) designation holders. We are aligned in our philosophy around objectivity, independence, and cost effective portfolios.