SERVICES

At Tandem, we make a commitment to each client we serve. The cornerstone of our portfolio management is our strict adherence to our time-tested investment discipline. By maintaining an ongoing dialogue and understanding our clients' needs and tolerances, we are able to uniquely apply our investment strategy and relieve our clients of the burden of making difficult investment decisions. As a result, this relationship allows our clients to focus on the bigger picture.

We offer the following array of services:

Portfolio Management (Separately Managed Accounts)

EQUITY:

1. Equity - Seeks to identify mispriced securities of companies that are characterized by our four basic fundamental criteria. This is our flagship model, and is designed for long-term appreciation with less risk than the market. Turnover is low and tax considerations are important for taxable accounts.
2. TVM Tax-Exempt Equity Composite - A subset of Equity, tax consequences are not considered. This allows us to be more aggressive sellers when our model calls for action.
3. Equity Income - Similar to Equity, with a greater emphasis placed on income growth. Our first “style”, Equity Income was created specifically for clients that anticipated future income needs but still required growth of principal. Over time, yield on cost should result in a greater income stream than a fixed income portfolio. It eliminates the need to time life stages.
4. Balanced - Balanced is a blend of our equity style(s) and fixed income styles, as defined by the needs of each client.

FIXED INCOME:

1. Taxable
2. Tax-Exempt

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