BIRCH INVESTMENT MANAGEMENT, L.L.C.

Overview

Birch Investment Management, L.L.C. is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation is split between a percentage-of-assets model and fixed fees, and the firm reports active discretionary management across client relationships. Investment activity centers on managed public-market allocations rather than direct alternative or private-market sourcing. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. Its advisory scope is focused on standard wealth-management services rather than pension consulting or related-adviser arrangements.

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Investments & Alternatives

Location & Offices