Forest Tree Capital is a registered investment advisor based in Miami, Florida, founded and managed by Thomas J. Ranney. The firm specializes in providing project-based investment consulting services to individuals, trusts, estates, and business entities with financial portfolios of at least $1 million. Forest Tree Capital does not manage portfolios or execute trades directly; instead, the firm analyzes existing portfolios and offers tailored recommendations regarding asset allocation, diversification, risk reduction, and capital efficiency. Clients maintain full control over their accounts and can choose to implement the suggestions through any professional advisor or broker of their choice. The firm operates on an hourly fee basis without managing client funds or accepting commissions from product sales.
Fee Structure
- Investment consulting services — $250 per hour for project-based analysis of your financial portfolio, with the maximum number of hours agreed upon in advance.