What Makes Fig Tree Capital Different?
We conduct planning and investing in house. Some firms excel at portfolio management, others excel at planning. But we are thorough with planning and investing.
Warren Buffett famously said, “be greedy when others are fearful and be fearful when others are greedy.” These are wise words, but, at Fig Tree Capital, we strive to guide client decisions based on a plan because, unless you’re brilliant like Buffett, fear and greed are typically less likely to achieve your financial goals.
But we go the extra mile. We want your money to support companies you can be proud of. That’s more than a Return on Investment. That’s a Return on Integrity.
That’s Values-Based Investing.
Why the Figs?
Dating back as far as biblical times, figs have long symbolized growth, peace, health and a naturally occurring source of sweetness. In the same spirit, the goal of Fig Tree Capital is to grow your portfolio in a sustainable, healthy, and environmentally satisfying way, via a personal financial plan and a portfolio that is consistent with your values. Planning, Portfolio Management and the Planet - that's our vision.
What We Value: T.R.E.E.
Transparency
We strive for transparency in our communication with you. Integrating portfolio management with planning is a good way to achieve this because, as they say, ‘the numbers don’t lie.’
Realistic Goals
By integrating planning and investing, we focus on attaining realistic goals rather than selling outsized goals or unsuitable products. As fiduciaries, we strive to do what’s right for the client.
Expertise & Skill
We stay on top of financial trends and data in order to identify ideas and opportunities that bring you added value. We don’t sell you on greed or fear; we sell you on expertise.
Environmental & Faith-based Portfolios
And we can build a portfolio that upholds your cherished set of values regarding the environment, society, and/or your faith. This is a return on investment that cannot be quantified.