OUR CLIENTS
At Tandem, we do not try to be all things to all people. We do strive to administer our time-tested investment philosophy in a manner that suits each investor we serve. We believe our performance is important, but not at the expense of client comfort. Our clients are well informed of the steps we take, and why we take them. We want to understand each client's needs, goals, aspirations and tolerances, and then work in tandem to achieve the best performance possible within the parameters we establish together. Wall Street was built on this type of relationship. Today, this approach seems to have given way to a different mentality. We never want our clients to feel like a face in the crowd.
Once we have jointly established a level of risk tolerance and investor comfort, the investment process can begin. The stock market moves in cycles. By limiting the effects of a downward cycle on a portfolio, we can enjoy the natural rewards of an upward cycle without the added pressure of having to play catch up. In order to accomplish this, we adhere to a discipline that enables us to add to our stock holdings when the market is relatively inexpensive, and lessen our exposure to stocks when they become expensive. The unique aspect of this strategy is that we do not rely on market forecasting, which we view as guesswork at best. Rather, our security valuation system is our guide.
We provide world-class portfolio management for individuals, families and trusts. We build a portfolio designed to meet your specific needs and expectations while relying on our time-tested and proven investment philosophy and process. Please visit our Investment Philosophy and Investment Process pages, or contact us for more specific information.
We work with financial advisors and brokers through wrap accounts to help them provide the best service possible to their clients. Investment professionals hire us to fill a specific need in the overall investment spectrum for their clients. If you would like to learn more, please contact us.
Institutional Investors and Consultants
We offer customized asset management services and solutions designed to meet the diverse needs of institutional investors and consultants. Please contact us to learn more.
Access your Account Online
For your convenience, Tandem clients with custodian accounts at UMB can access their account online. If you would like to access your account online and have your login and password at hand, click here. If you have a custodian account at UMB and are a Tandem client, but have not received a login and password, please contact us.
Tandem makes no representation as to the accuracy of information provided by, or privacy of, the site you are about to enter.
