A complete list of active advisors currently associated with Tree City Investments, Inc.

Warmer can help you find a great advisor at Tree City Investments, Inc. or one who fits your needs even better.

Tree City Investments is a small, two-advisor registered investment adviser that provides ongoing asset management and portfolio management services to individual investors — including high-net-worth clients — and qualified plans through Fidelity’s institutional program. The firm offers continuous advice and implementation of investment strategies and collects percentage-of-assets fees, with account reviews at least annually. Tree City describes a multi-disciplinary investment process using fundamental, technical and cyclical analysis and employs a range of strategies from long-term holdings to active trading, including short sales, margin and option writing. Although its advisory agreement permits discretionary authority, the firm reports that, as of December 31, 2025, roughly $49.13 million of client assets are managed on a non-discretionary basis and it currently has no discretionary portfolios. Compared with peers, Tree City’s persistent focus on non-discretionary management across nearly all of its reported AUM is uncommon for supported firms, and its documented use of short sales, margin and option strategies is notable for a firm of its size. The advisory representatives are dually registered with a broker/dealer and use Triad/Fidelity institutional platforms for custody, trade execution and operational support, and the brochure discloses receipt of trail (12b-1) fees and other broker-provided services.

To learn more about the advisors currently working at Tree City Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.