John O'Connor

Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients.

Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.