Disciplined Portfolio Management

We begin each client relationship with an understanding of their needs and wants, investment objectives, risk tolerance, and liquidity needs. We then integrate client goals with optimum risk/reward portfolio solution that is unique for that client. At the client account level, quantitative model is integrated with qualitative security selection. This results in a personalized total portfolio management with focused advice, portfolio and service.

Over ten years of research and technology programming has been undertaken to implement disciplined portfolio management using these "quantitative" models and we are committed to continued research to maintain and improve these models in the future.  

Fiduciary Standard

MangoTree Capital, LLC is a client fiduciary. The investment advising standards that govern a non-fiduciary stockbroker and a fiduciary RIA are very different. A non-fiduciary stockbroker only has to follow a "suitability" standard, which doesn't require him or her to place the interest of the client above his own and only has to provide "suitable advice".

A RIA, on the other hand, must follow the highest known standard in law which is the "trust" standard. The RIA is required by regulation to place the interests of its clients before its own and fulfill critical fiduciary duties of trust and confidence. The RIA must provide its "best advice". Furthermore, RIA owes fiduciary duties to its investment clients only. At MangoTree Capital, we have no association with any broker-dealer, ensuring that the only entity that we serve is the client.

We are a fee-only RIA. This model minimizes conflicts of interest. A fee-only financial adviser charges clients directly for his or her advice and/or ongoing management. No other financial reward is provided, directly or indirectly, by any other institution. Fee-only financial advisers offer only one thing - their advice and expertise.