Birch Investment Management reviews a client's entire financial picture, clarifies values, defines goals and builds a path forward toward a life the client loves. Together they create a financial plan unique to the client that helps move from Point A to Point B. Through ongoing services, the firm acts as a trusted advisor and sounding board, and manages investments with tax efficiency and risk mitigation in mind.
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Birch Investment Management is a multi family office (mfo) based in Brookings, United States.
Birch Investment Management is headquartered in Brookings, United States.
Birch Investment Management focuses on Joint Venture/Partner, Wealth & Estate Planning, Legal & Tax Services, Multi-Asset Investing, Investment Management, Capital Markets Finance, Financial Services, Traditional Investments (Liquid Assets).
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