TREE CITY INVESTMENTS, INC.

Overview

Tree City Investments, Inc. is a small, privately owned corporate RIA that manages investment portfolios for individuals, families and institutions with a clear tilt toward equity exposure. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management services for both individual/small-business clients and institutional or business clients. It does not market itself as an ESG-focused manager, and it is not organized as a multi-state adviser. Investment activity centers on publicly traded equity instruments as the primary implementation vehicle, while complementary exposure comes from mutual funds and annuities. The firm does not position itself as a capital allocator to in-house private funds, but it does place client capital with third‑party real estate managers for alternative real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices