Tamalpais Asset Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Operating as a registered investment advisor based in Larkspur, California, the firm creates a personalized investment policy statement for every client and builds portfolios using primarily passive investments such as exchange-traded funds and mutual funds. Tamalpais Asset Management also advises on private placements and limited partnerships for accredited investors. The firm's investment strategy incorporates cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis, with the ability to use margin transactions and options when appropriate. Tamalpais Asset Management works with individuals, high-net-worth individuals, trusts, endowments, and business entities, maintaining discretionary authority to execute trades on behalf of clients.
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 are calculated on the prior period's ending portfolio value and billed quarterly in advance.