Welcome to ValueTree Investments, LLC

ValueTree Investments, LLC manages stock portfolios for individuals, retirement accounts (including IRAs), trusts, and corporations. We are excellent stock pickers, and our strategy has the potential to earn high returns and reduce risk in your portfolio.

Our Focused Small-Cap Value Investing approach is unique from many other investment managers, and we have built a strong track record for making exceptional individual investment decisions. For example, three fourths of our investments have earned an average total return of 40%.

And most importantly, ValueTree is commited to our clients' success.
We are 100% personally invested alongside our clients.

Please Contact Us to learn how we can help you.

Recent Accomplishments
ValueTree was published in the November 2013 issue of the Value Investing Letter


ValueTree was published in the January 2012 issue of the Value Investing Letter




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