Wealth Management Services
Private Portfolio Management
- Is your current portfolio diversified enough to protect your assets in a volatile market?
- Does the stock market keep you up at night?
- Is your portfolio optimized for tax efficiency?
Every investor has a unique view of the market. At TAM Financial, we approach every portfolio individually. Unlike asset managers who use a standard set of portfolios to address generalized client needs, we have no portfolio "buckets". Your portfolio is designed specifically to balance risk and reward according to your overall financial picture, your personal goals and preferences, and our understanding of your best path to financial success.
Our investment philosophy is based on maximizing diversity and controlling risk. We believe a high level of diversification can help protect against the roller coaster rides of the market, and that controlling risk is vital to long-term security. We focus on keeping costs low, employing a strategy that steers away from high-cost mutual funds and we strive for tax efficiency, leveraging the expertise of our in-house CPA®. As a fully independent advisory firm, we answer to no one but you, and we receive no commissions. This independence gives us the freedom to offer conflict-free, unbiased advice and create portfolios that are custom-fit to the needs of each client.