PERSONAL & CORPORATE SAVINGS AND INVESTMENT STRATEGIES

Understanding the difference between saving and investing is key when building your wealth.  That’s why we ensure you save with confidence and invest with purpose.

​For the right type of client, we recommend The Raintree Investment Philosophy: Core+Explore™, which we feel addresses many shortcomings of the old “60/40” portfolio.

Raintree believes that for investors to achieve enhanced diversification, they will need to include private and public investments in their portfolio, with the CORE being the traditional part of a portfolio and the Explore being the alternative investment component of the portfolio.