Investment Opportunities

To execute our investment philosophy and build client portfolios, we primarily use proprietary products, although we are very comfortable working with clients who have existing investments through other financial managers. Our offerings include Pear Tree Funds, a proprietary family of mutual funds, and proprietary private placements offered to qualified investors. Most of the private placements we offer are that are managed by an affiliated registered investment advisor (RIA).

We also may allocate client funds to appropriate outside mutual funds and investment vehicles for asset classes that have well-established investment strategies and risk control techniques, that also benefit from large scale and volume in execution.

Related Links

Pear Tree Funds

Affiliated Pear Tree Family of Mutual Funds


U.S. Boston Growth Capital

Affiliated RIA