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Fig Tree Capital

EST. AUM
$8,690,000

CONTACTS
1

CLIENT ACCOUNTS
52

Firm Details

Metro area Los Angeles
CRD Number 288112
Website figtreecap.com
Client types

Overview

Fig Tree Capital is a Pasadena, California-based Registered Investment Advisor (RIA) founded by Joseph B. Lora, CFA. The firm specializes in fee-only financial planning and investment management, emphasizing values-based investing. Their approach integrates clients' personal values—such as environmental sustainability, faith-based principles, and social responsibility—into customized portfolios. Services include financial planning, portfolio management, ESG and clean energy strategies, and charitable giving strategies. Fig Tree Capital utilizes TD Ameritrade Institutional for asset custody, ensuring access to advanced technology and research.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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