RIVERTREE ADVISORS, LLC

Overview

Rivertree Advisors, LLC is an independent registered investment adviser operating as a limited liability company 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 structures client relationships primarily around discretionary portfolio management and financial planning. Investment activity shows a clear preference for exchange-traded products — ETFs make up the bulk of investable assets — with equity exposure being the dominant posture alongside select credit-focused ETFs that provide income and diversification. Rivertree is not positioned as a capital allocator and does not identify as an active ESG investor. Its client base is individual and family households rather than institutional or pension clients. The adviser’s model emphasizes scalable ETF and mutual fund allocations to implement asset allocation and income strategies, with limited direct equity positions.

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Location & Offices