Our Investment Philosophy
At PearTree Advisory Group, we build portfolios based on a fact-based investment process grounded on historical data rather than relying on outdated theories or noise from the media. Our process driven by economics, objectivity, and market trends.
Our ultimate goal is to take the emotion out of investing and create a personalized portfolio that aligns with your LifeTime plan. We continuously monitor your portfolio to ensure your level of risk is always on track meeting your goals as life changes.
Whether you are accumulating wealth, in retirement, or preparing to pass wealth to the next generation, our customized strategies paired with your goals will help ensure confidence and clarity around all of life’s big moments.