We have a fiduciary duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions therefore must be independent and free of bias.  This results in a higher level of trust placed on a portfolio manager. 

Treegrove develops a written agreement (usually known as an Investment Policy Statement or IPS) that takes into account your specific investment needs and goals. Your IPS is the basis upon which Treegrove selects an appropriate mix of investments and makes discretionary adjustments to your portfolio.  We will meet with you at least annually to ensure your IPS is up to date and reflects your needs.

Treegrove do not push products We do not earn commissions on buying and selling securities.  We do not create and sell our own-branded products.  We do not distribute the products of other providers for commissions and recurring “trailers.”

Our fees are transparent and are fee based.