Napatree Capital is an independent investment management boutique based in Westerly, Rhode Island. With a client-centric approach, their experienced team specializes in wealth advisory, private banking, and investing, offering disciplined and pragmatic solutions to help clients achieve their long-term financial goals.
As active money managers, Napatree Capital applies a rigorous and data-driven approach to assess risk and navigate market cycles, providing expert advice to filter out the noise and keep clients on course. Their proprietary solutions, built on research and driven by results, form the core of client portfolios. Additionally, Napatree Capital is dedicated to partnering with non-profit organizations, managing endowments for organizations of various sizes and ensuring their assets receive the attention they deserve.
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