We strive to do one thing right: portfolio management that delivers stable and enjoyable investment experience!
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.
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.
* Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not mean that the adviser has attained a particular level of skill or ability. MTC quantitative models are used for disciplined portfolio management and do not use high frequency or automated program trading. There is no guarantee that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. Content on this website is for information purposes only and not a financial, tax or legal advice and not a security recommendation. Investment products are not FDIC insured, not bank guaranteed and may lose value. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Copyright © 2012 MangoTree Capital, LLC. All rights reserved.