Our Mission

Our Mission is to invest client assets with prudence, while hedging investment positions, and adhering to client(s) investment policy statement.  Our main goal is to develop long-term financial strategies, and deploy optimal investment vehicles.  Birch Capital's, ("BC") business and services philosophy is straightforward; put clients first, we are independently owned and operated.  We hold ourselves to the highest service standards.  BC provides unbiased, dedicated and unparallel investment guidance utilizing risk mitigation strategies.

BC specializes in client centric allocations towards Alternative investments.  Including, Publicly Registered Non-Traded Real Estate Investment Trusts, (REITs), Private Placements, and Direct Investment(s) in various Assets.  Our technology platform allows us to deploy technical, fundamental and Macro-Economic level analysis on the investments we recommend.  Expertise, technology platform, and diversified offerings allow us to differentiate ourselves from competitors, providing a major driving force for our continued growth.  

Our Clients Are:

High Net-Worth Individuals and Business Owners

College Endowments

Foundations and Non-Profit Groups

Corporate and Government Pension Funds

For-Profit Corporate Investors

Banks and Credit Unions

Insurance Companies

Publicly Traded Companies

 

Financial Institutions, Resources and Custodians:

Fidelity Scottrade First Trust Retirement Charles Schwab  TD Ameritrade
Pensco BNY Mellon IRS SEC FINRA
Fee-Only Financial Association GE Capital REIT ASSOCIATION Beacon Pointe Advisors URBAN LAND INSTITUTE 
Goldman Sachs Group Morgan Stanley Edward Jones JP Morgan Prudential Financial
TIAA-CREF Black Rock State Street Global Advisors Vanguard Group Allianz Asset Management

 

Wells Fargo Bank Franklin Templeton Investments Bank of America Northern Trust Merrill Lynch
Invesco Legg Mason T. Rowe Price AXA S.A. Ameriprise Financial
Royal Bank of Canada New York Life UBS Berkshire Hathaway Inc. ING
BNP Paribas QNB Al Rajhi Bank Samba Financial Group Riyad Bank
AIG MET LIFE Allstate Insurance US Bank National Bank of Abu Dhabi
National Bank of Kuwait Emirates NBD First Gulf Bank Abu Dhabi Commercial Bank SABB
Societe Generale S.A Banco Santander, S.A Barclays PLC Credit Agricole Group S.A Deutsche Bank