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OUR CLIENTS

Financial Advisors

We work with many professional Financial Advisors at leading investment firms using separately managed WRAP accounts by providing their clients the investment styles outlined in the Investment Styles section. To learn more about how Tandem might assist you in serving your clients, please contact Palmetto Advisory Group (a Registered Investment Advisor Representative firm).

Separately Managed Accounts

We provide separately managed accounts for individuals, families, retirement plans, corporations and trusts using the investment styles outlined in the Investment Styles section. Please also visit our Investment Philosophy and Investment Process pages, or contact us for more specific information.

Institutional Investors and Consultants

We offer the Investment Styles outlined in our Investment Styles section and report our data to the leading management data bases, including Informais, eVestment Alliance and Zephyr/Style Advisor. Please contact us to learn more.

Tandem makes no representation as to the accuracy of information provided by, or privacy of,any of the web site links offered above.

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