Tree Line Strategy Group LLC

Overview

Tree Line Strategy Group LLC is a small, independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm is owned by an individual and serves a client base described as individual and family investors. Its fee model is a percentage of assets under management. The firm reports no active ESG investing program and does not identify itself as a capital allocator or pension consultant. Tree Line is state-registered in Colorado and Georgia. Advisory services center on discretionary portfolio management rather than broad institutional or multi-state advisory programs.

Assets & Accounts

Investments & Alternatives