A complete list of active advisors currently associated with Tandem Capital Management, Inc.

Warmer can help you find a great advisor at Tandem Capital Management, Inc. or one who fits your needs even better.

Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high‑net‑worth households. The firm manages roughly $280 million across about 84 client relationships and offers both equity and fixed‑income portfolio management alongside broader financial planning services. Investment policy is set by a senior investment officer and implemented through an actively managed, growth‑at‑a‑reasonable‑price equity approach coupled with selective fixed‑income security selection. The firm integrates wealth planning into portfolio management and staffs credentialed professionals (CFA and CPWA) alongside personnel with quantitative and alternative‑investment experience to support security analysis and portfolio construction. Distinctive for a small advisory team, the firm has operated continuously since 1991 and maintains a relatively small client roster for its asset base, suggesting more concentrated relationships. It combines traditional fundamental GARP-style security selection with in‑house quantitative and alternative-investment expertise, a mix that is less common among peers of similar size.

To learn more about the advisors currently working at Tandem Capital Management, Inc., 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.