Invest with Confidence

An independent, client-centric investment management boutique with a depth of experience in wealth advisory, private banking, and investing.

How You Benefit  

Disciplined.
Pragmatic.
Accessible.

Why Choose Napatree?

As active money managers we apply our disciplined approach to helping you achieve your long-term financial goals. We work diligently to achieve trusted advisor status.

Learn More  

Expert Advice

Our investment committee continually assesses risk utilizing a comprehensive data set. Our depth of experience managing assets through crises and market cycles allows us to filter out the noise that many investors experience in this new age of investing to keep you on course.

Learn More

Proprietary Solutions

We take an active approach to investing, managing strategies with strict discipline. Our proprietary solutions are the core of client portfolios. Built on research, driven by results.

Learn More

Partnering with Non-Profits

Managing endowments for non-profits is an important focus for Napatree Capital. We work with organizations of various sizes, that often do not get the attention of advice afforded to larger endowment funds. Your mission is just as critical and your assets equally as important.

Learn More

Get our Viewpoints

Start here if you'd like to gain access to our Viewpoints commentary and blog.

Please enter your name.
Please enter a valid email address.
Subscribe!
Something went wrong. Please check your entries and try again.
Business West logo

There Are Some Similarities, But This Is Not 2008

July 8, 2022
When markets slide, investors’ knee jerk reaction is to draw parallels to difficult markets in the past. The most recognizable...
Taming the Bear June 2022

Market Update: Taming the Bear

June 22, 2022
You’ve heard we’re in a bear market. We don’t particularly care for that term because it only helps stoke  investors’...

Let us answer your questions.

Want to learn more? One of our core tenets at Napatree Capital is accessibility. Contact us today; we’d love the opportunity to get to know you and your goals and answer any questions you may have.

Contact Us