2026 Market Outlook - The Perils & The Promise of a New Year
Who We Serve
Entrepreneurs
You manage your business, we manage your wealth.
Gen Z investors
The future is arriving faster than ever. Start now.
Christian investors, communities, churches
Invest with your values.
Retirees
We help you plan for a comfortable retirement - and a legacy.
Invest in Your Values
Who We Are, What We Do
Fig Tree Capital is a Registered Investment Advisor (RIA) in Pasadena, California. We help investors grow wealth through financial planning and investment management. We do this while upholding their most cherished values so that they benefit the companies and causes they care most about. We help you find investments that align with your values and we specialize in Clean Energy strategies: saving Mother Nature (or if you prefer, God's splendid Creation) one wise investment at a time is what we do.
Services
Financial Planning
$200/hour or all-inclusive plans
available to realize your goals.
Retirement Planning
Roth conversions, backdoor Roth strategies, social security planning & more.
Charitable Giving
'Donor-advised funds', IRA Qualified Charitable Distributions (QCD’s)
Portfolio Managment
Fee-based management, no commissions. Asset Allocation based on your risk tolerance, goals & values.
Beyond Indexing
We invest in quality individual stocks, equity/bond ETF’s & gold ETF’s. Crypto and private equity also available.
Legacy Planning
Trust management
Tax Planning Strategies
IRMAA tax planning, tax harvesting strategies, business planning, etc.
Fiduciary Standard
The client’s interests are placed above those of Fig Tree Capital at all times.
The Future is Bright
But plan ahead.
Our financial plans allow clients to glimpse their financial future. This is more important than ever because the future is changing fast. This decade may see more innovation than any over the past century: an electric car may not only be cheaper than gas-powered, they may also us drive us to work. Advances in health care, A.I., robotics - and the very nature of employment - will undergo massive, maybe revolutionary, change.
Our financial plans and process will help you prepare for an exciting but uncertain future. The future looks bright; let's keep it that way.