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Napatree Capital is a boutique wealth management firm focused on high net worth individuals and endowments.
We create our own proprietary strategies based on in depth analysis of company fundamentals. Through frequent clear communication, we build a custom portfolio that matches your unique goals and needs.
At Napatree Capital, we’re not selling someone else’s ideas. We are the engineers of our own investment solutions. Our years of technical experience and market study inform our philosophy – one that embraces disciplined, long-term investment in companies with strong fundamentals.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Westerly, RI
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Year founded
Founded 2018
2 Locations
- Westerly , RI
- Longmeadow , MA
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