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MangoTree Capital,

6633 18 Mile Road, Sterling Heights, MI 48314View on Map


MangoTree Capital, LLC (MTC) is an independent Registered Investment Adviser firm offering investment advice and disciplined portfolio management using quantitative models. Advisory client accounts are held by unaffiliated broker-dealer custodians - see Client Portal. We utilize both, active and passive investments, while keeping a focus on active portfolio management. We do not take custody of client assets. Our principals and team members are industry seasoned investment, portfolio management, quant technology (trading systems), and client service practitioners. We consider risk management and return equally important in pursuit of growth and income of assets. Specialize in Low-Cost Investments - No-load Mutual Funds, ETFs & Stocks Manage Assets for Individuals, Institutions, Retirement Plans & Endowments Responsive Tactical Investments for Good & Bad Markets. Provide stable and enjoyable investment experience by integrating client goals with disciplined portfolio management while maintaining maximum account transparency through client account custody at an independent broker-dealer. We begin each client relationship with an understanding of their needs and wants, investment objectives, risk tolerance, and liquidity needs. We then integrate client goals with optimum risk/reward portfolio solution that is unique for that client. At the client account level, an appropriate equity level quantitative model is allocated for the desired level of account risk profile. Collectively for all accounts in a client grouping, this results in a personalized total portfolio management with focused advice, portfolio and service. Over ten years of research and technology programming has been undertaken to implement disciplined portfolio management using these "quantitative" models and we are committed to continued research to maintain and improve these models in the future.

Basic Details

  • Financial Planning
  • Financial Planning, Accountant Services, Investment Management
  • 0 - 5 Years
  • 6633 18 Mile Road
  • By Appointment