Cleartree Asset Management is an independent advisory firm based in Portland, Oregon, established to provide comprehensive investment management and financial planning services. As an employee-owned company, it focuses on offering objective advice and customized portfolio management. The firm's core services include managing concentrated equity portfolios, financial planning, trust and estate planning, tax strategies, and philanthropic giving guidance for a clientele of high-net-worth individuals, families, and institutional investors.

Founded in

United States