Investment Banking

Cherry Tree and Associates provides investment banking services through its FINRA-licensed broker dealer. Its M&A practice targets successful business leaders and established corporations to creatively build value, and to maximize liquidity opportunities by executing professionally managed transactions. Additionally, our firm raises money for growth companies through institutional private placements, conducts valuations and fairness opinions and performs strategic advisory services that help companies grow and prosper.

Wealth Management

Cherry Tree’s affiliate, Adam Smith Advisors (ASA), provides wealth management services to assist successful business leaders and families in managing their net worth. It also manages 401K retirement plans for growing companies. ASA uses Asset Allocation Strategies and low fee index funds, to implement an Individually Tailored Investment Plan for each client. Adam Smith is a Registered Investment Advisor.


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Stock Market at All-Time Highs

Stock Market at All-Time Highs
U.S. stocks are at or near all-time highs. Have you noticed? Does it make you nervous? Really, it shouldn’t. Do you know that when the stock market is at all-time highs, it is actually more likely to have a positive return over the next 12 months (compared to all other times)? Think […]

By |March 14th, 2017|Wealth Management|

Focus, Grasshopper

Focus, Grasshopper
We all lead busy lives. It’s easy to get caught up in the day-to-day stuff and lose focus on what really matters. One of my jobs as an investment advisor is to bring the focus back to people’s goals. Maybe I need a better term than “goals.” If I start talking about financial planning, […]

By |March 14th, 2017|Wealth Management|

The Million-Dollar Buffet Bet

The Million-Dollar Buffet Bet
Warren Buffet is one of my favorite ambassadors for index funds. He frequently comments on the folly of paying exorbitant fees to hedge funds. I happen to agree with him. Those fees, often as high as 2% per year plus 20% of any profits, turn out to be a great compensation scheme […]

By |March 7th, 2017|Wealth Management|