Tandem Investment Partners provides continuous investment management services tailored to each client's individual needs, risk tolerance, and financial objectives. Tandem Investment Partners builds and monitors portfolios using a mix of common and preferred stocks, debt securities, exchange-traded funds, mutual funds, and options. The firm uses various analytical methods, including fundamental, quantitative, and cyclical analysis, alongside Modern Portfolio Theory. Tandem Investment Partners requires clients to grant authority to make trades without asking first, meaning Tandem Investment Partners can buy and sell securities for your account without getting your approval before each transaction. In addition to individual portfolio management, Tandem Investment Partners offers advisory services to employee benefit plans and retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and account minimums are subject to negotiation based on client circumstances. Family member accounts may be combined for householding.