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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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We have no way of knowing when the strongest days for stocks will occur, but missing the 20 best days in this ten-year period cost and investor a whopping 50%

Third Quarter Recap

November 2, 2021
Below is the performance of major indices through the end of September.  A few themes to highlight:  Russell 2000, which...
Heightened Volatility - Napatree Capital Personalized Investment Solutions

Heightened Volatility – Stay the Course

May 19, 2021
In our last quarterly commentary, “A Nervous Bull”, we discussed how a little bit of investor worry actually fuels abull...

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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