Crabtree Capital Management, LLC, a Registered Investment Adviser (RIA), is a fee-based investment mangement firm that provides investment portfolio management services. Accounting and tax services are provided through Crabtree & Associates, our affiliated CPA firm. 

INVESTMENT MANAGEMENT SERVICES

We manage six different model portfolios that primarilly use Exchange Traded Funds (ETF), high yield equities and fixed income securities.  Each model is designed to provided for different levels of risk tolerance and expected return.

Model Portfolios 

  • Aggressive Growth
  • Moderage Growth
  • Conservative Growth
  • Equity Income
  • Fixed Income
  • Investment Grade Fixed Income

Investment Management Agreement, including portfolio descriptions and fee schedule

 

COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Crabtree Capital Management LLC.  Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial advisor prior to implementation. Financial planning and investment advisory services are offered through Crabtree Capital Management LLC, a registered investment advisory (RIA) firm in the State of Texas.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Texas or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Texas.

Disclosures

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