Tree City Investments, INC.

Tree City Investments provides ongoing asset management services, helping clients develop an asset allocation strategy and designing customized investment portfolios based on their individual needs, risk tolerance, and financial situation. Clients can choose to have their accounts managed on a discretionary or non-discretionary basis. Tree City does not take custody of client funds, except for fee deduction. Advisory Representatives meet with clients at least annually to discuss their investment portfolio and update their financial information.