Shade Tree

At Shade Tree Investment Advisory, we pride ourselves on being a registered investment advisory firm that stands apart from the rest. With a team of seasoned professionals, we provide personalized investment management and related financial advice to individuals and companies. Our core business is to provide investment advice to individuals through our investment advisory management with our suite of portfolio models or custom portfolios. When it comes to 401(k) plans, we offer consulting advice to corporations, large and small.

Our Philosophy

At Shade Tree Investment Advisory, we believe that every individual and company has unique financial goals and objectives. That's why we take a tailored approach to investment management, taking into account each client's risk tolerance, financial goals, and investment time horizon. Our experienced team of professionals works closely with our clients to develop a comprehensive investment strategy that is designed to meet their specific needs and goals.

Our Services

Our services span a range of investment management solutions, including:

• Investment consulting for 401(k) plans and individual investors
• Portfolio management with our suite of portfolio models or customized portfolios
• Retirement planning and investment advice for individuals
• Educational resources and guidance for employees and individuals

About Our Team

Our team of professionals is comprised of seasoned investment experts with decades of experience in the securities industry. Our principal advisors have a combined 54 years of experience in investment management and consulting.

• Bodie Pyndus: A 44-year veteran of the securities industry, Bodie has specialized in investment management consulting services for 401(k) plans and investment management for individuals. He is a certified CIMA (Chartered Investment Management Analyst) and has received various industry awards and recognition.
• Drew Harris: With over 25 years of experience in the industry, Drew has specialized in wealth management issues and investments. He is a member of the Municipal Advisory Council and volunteers for the Highland Park Alumni associations.
• Tim Purser: A 45-year veteran of the securities industry, Tim has extensive experience in retirement accounts and investment management. He is a registered investment advisor and has held various positions in the industry.

About Us

Shade Tree Investment Advisory is a registered investment advisory firm located in Dallas, Texas. We pride ourselves on our commitment to providing exceptional investment management and consulting services to individuals and companies alike. With over 45 years of combined experience, our team of professionals is dedicated to helping our clients achieve their financial goals.