A complete list of active advisors currently associated with Tacoma Investment Group

Warmer can help you find a great advisor at Tacoma Investment Group or one who fits your needs even better.

Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts and corporations, and also advises pension and profit-sharing plans and charitable organizations. The firm reports managing roughly $41.2 million in client assets and monitors client portfolios daily with formal account reviews at least quarterly. The firm’s investment process emphasizes fundamental and qualitative analysis, asset allocation, mutual fund and ETF selection, and a bias toward long-term purchases when appropriate to client objectives. Portfolios are managed on a discretionary basis, with client-specific considerations — including risk tolerance, time horizon, liquidity needs and allowable investment restrictions — incorporated into strategy and trade decisions. What is distinctive about the firm is that, as a solo independent adviser, it also serves corporate and institutional clients (including employee benefit plans), a practice that is uncommon among similar independent firms. The adviser typically aggregates trades for block execution, relies on institutional custody and trading relationships to access execution and operational services, and does not vote client proxies unless it has agreed in writing to do so.

To learn more about the advisors currently working at Tacoma Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.