Investment Advisory

Jacob Tree provides investment advisory services to financial institutions, corporate clients, family offices and high net worth individuals around the world. In meetings at the clients' offices macroeconomic and geopolitical developments and their investment implications are discussed. The depth and intensity of these investment decision making processes vary depending on the clients' needs and requirements. Payments can be made in cash or through soft dollar arrangements. 

 

Portfolio Management & Trading

Jacob Tree manages segregated accounts for financial institutions and high net worth individuals. No mandates are accepted unless Jacob Tree has personally met the client and clearly established his investment objective.