Shade Tree

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13140 Coit Rd Ste 107
Dallas, TX 75240
+1 (214) 530-8120
https://www.shadetreeia.com

Shade Tree Investment Advisors, based in Dallas, TX, specializes in consulting for 401(k) defined contribution plans, setting itself apart from competitors through its unique service model. With a focus on employee education and tailored investment management, Shade Tree aims to enhance the retirement planning experience for both organizations and individual investors.

Led by Bodie Pyndus, a seasoned professional with over 44 years in the securities industry, the firm prioritizes the importance of consultancy services in distinguishing itself within the investment landscape. Shade Tree also offers an extensive 401(k) video library, providing valuable resources to assist clients in navigating retirement plan options.

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