Houston, TX Office
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Tanager Wealth Management
Team
Firm-wide stats for Tanager Wealth Management
About
Tanager Wealth Management serves individual and high‑net‑worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and recommendations of independent investment managers. The firm also offers access to charitable giving vehicles (donor‑advised funds) as part of its advisory services.
Investment decisions are implemented through an asset‑allocation framework with security selection grounded in fundamental analysis; accounts are actively managed and reviewed on a regular schedule and may include the use of margin in certain circumstances. The firm commonly places clients with independent managers when appropriate and continues to monitor those relationships alongside directly managed portfolios.
What distinguishes the firm from most peers is its substantial non‑U.S. client base and the operational accommodations that follow, including tax and billing practices that vary by client jurisdiction. The brochure also discloses that the firm facilitates donor‑advised funds through a related charitable vehicle and identifies that relationship as a potential conflict of interest that it monitors.
Based on Tanager Wealth Management
Expertise
Based on Tanager Wealth Management
Location
24 Greenway Plaza, Suite 1812
Houston TX 77046
Advisors at this office
1
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