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.

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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.

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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.

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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.

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The first quarter of 2023 ended with most major stock market averages in positive territory. The tech-heavy NASDAQ led the way with a whopping 16.8% return, which means growth investing has roared back after a miserable 2022 in which the NASDAQ posted a -33% return.

TIME FOR RECESS(ION)

May 1, 2023
The first quarter of 2023 ended with most major stock market averages in positive territory. The tech-heavy NASDAQ led the...
napatree-capital-year-end-summary-1

A Double Negative

January 26, 2023
How challenging was 2022 for investors in the US? Stocks and bonds have not produced negative returns of this magnitude,...

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.

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