Socially Responsible Investing

INVEST IN GOOD

Fee-only investment management and financial planning for socially responsible individuals.

You live your life by a set of values. You seek and nurture sustainability and balance in the world. You’re pragmatic, and you’re conscious of the nuance of the world in which you live.

Those values don’t need to stop when it comes to how you invest your money.

At Tree Town Investments, we know that the journey you take is often as important as the destination itself. We work to ensure that the same values that guide your life work to guide your investments. Whether it’s socially conscious investing, supporting clean and sustainable energy, or simply avoiding corporations whose values do not align with your own, we can help guide you in selecting the appropriate investments.

Who we are

Tree Town Investments is an independent fee-onlyRegistered Investment Advisor specializing in socially responsible and environmentally conscious investment management.  We serve mainly individuals and their associated accounts, including trusts, IRAs, 401(k)’s, and simple investment accounts.

What we do

We offer a range of wealth planning and management services, all for a flat fee.  From helping you manage your investments in a socially responsible and environmentally conscious fashion, to helping you build a conservative income-focused portfolio,we work to ensure that the way your wealth is managed reflects the most important values in your life.

Our Philosophy

At Tree Town Investments, the bottom line isn’t the only line.  We take a holistic approach to investing, where the concerns of stakeholders – the community, our society, and the people of the world – stand side-by-side with the concerns of shareholders.  We work to ensure that our clients’ investments don’t just do well, they do good.

BENEFITS

INNOVATIVE

At Tree Town Investments, we seek to avoid excess diversification for its own sake.  We utilize the fewest resources, with minimal trading and turnover, to achieve your goals.  We pass the savings on to you.

DOWN TO EARTH

Investing can often be confusing and intimidating, but it doesn’t have to be.  You simply tell us where you’d like to go and we’ll do the heavy lifting to help you get there.

SOCIALLY-CONSCIOUS

There’s more than just shareholder value:  There’s stakeholder value.  We consider both the financial return and social good of your investments in order to bring about social change.

UNIQUE APPROACH

At Tree Town Investments, we cut out the middlemen by managing your money directly, saving our clients over 1% a year versus a traditional manager.

TRUSTED ADVICE

As a Registered Independent Advisor, Tree Town Investments holds itself to the highest standards of stewardship.  As your fiduciary, you can rest assured that your best interests are always placed first and foremost.

EXPERIENCED

Our founder, Chris Georgandellis, brings 16 years of investment management experience to the process of managing your wealth.  He has earned the right to use the Chartered Financial Analyst® designation.

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CONTACT US

WHERE TO REACH US

You can reach us at the following address:
2723 South State Street, Suite 150, Ann Arbor, MI  48104

WANT TO CALL US?

From Monday to Friday, 8:30 am – 5:00 pm, call us at:
734.773.7248

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