River Tree Capital Management

River Tree Capital Management is a registered investment advisor based in Bonita Springs, Florida, providing personalized portfolio management services primarily on a discretionary basis. Founded in 2012, the firm is owned and led by Dennis J. Bares, a Certified Financial Planner. River Tree tailors its investment advisory services to each client's unique needs, starting with the creation of a customized Investment Policy Statement to guide long-term goals and navigate market disruptions. The firm builds portfolios using publicly traded securities, including individual stocks, exchange-traded funds, mutual funds, corporate and U.S. government debt, and certificates of deposit, while avoiding private equity, hedge funds, and other alternative investment vehicles. River Tree emphasizes fundamental analysis to identify undervalued securities and constructs portfolios designed to balance asset allocation, manage risk, and support long-term investment horizons. The firm serves individuals, small businesses, trusts, estates, and charitable organizations, requiring a minimum investment of $700,000, though this minimum may be waived at the firm's discretion.