Decision Tree Advisor

Overview

Decision Tree Advisor is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and identifies as an active ESG investor, suggesting sustainability and environmental, social and governance criteria factor into its fund and manager selection. With an owner-operated structure and a client base limited to individual and family relationships, Decision Tree Advisor appears to favor pooled, liquid vehicles over bespoke capital-allocation arrangements. Given its scale, the firm’s investment activity centers on allocating client capital to public investment funds rather than running large separate accounts or direct private-market commitments. The adviser does not operate as a capital allocator to third-party alternative managers and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices