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About Us - Tree Fort Financial

Tree Fort Financial... our family office... serving your family tree.

As a family office we collaboratively meet fundamental and unique needs of wealthy families by offering overall strategic vision, unbiased advice, and creative solutions. Our clients share investment research fees pro rata based on assets under management.

Tree Fort Financial:

  • Serves investment clients of all risk tolerances and of any size above $10,000 minimum per account.
  • Lets performance of wealthy clients drive all client's performance goals.

BOC Portfolio offers wealth management for qualified investors, for example with millions to invest. BOC Portfolio is exclusively distributed by Tree Fort Financial.