A complete list of active advisors currently associated with Tandem Investment Advisors Inc

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

Tandem Investment Advisors, Inc. provides discretionary portfolio management to a broad set of clients including individuals, retirement plans, trusts, corporations, banks, endowments and registered investment companies, serving over 10,000 client accounts through direct engagements, independent financial advisors, and wrap/model programs. The firm delivers manager-traded separate accounts and model-provided UMAs/SMAs and does not consider its services to be financial planning or general financial advice. Tandem’s investment process is a proprietary, semi-quantitative, low-volatility equity approach that prioritizes companies with consistent earnings and cash flow, dividend growth, competitive advantages, and experienced management; portfolios are typically concentrated (about 25–45 holdings) and managed with generally low turnover. The firm also offers ETF-based tactical allocation strategies and newer model strategies (e.g., Quality Momentum, Low Beta Anchored series) that were recently seeded with firm funds and have limited track records, and it restricts AI use to summarizing public research with mandatory human review. Distinctive features include an unusually high client-to-advisor ratio (11 advisors supporting roughly 10,230 client accounts), and a client mix that notably includes banks/thrift institutions and investment company clients while Tandem also serves as adviser to the Tandem Fund. Operationally, the firm reports material use of “step-out” trades (about 35.7% of trades in 2025) and a proxy-voting policy that abstains from voting until reaching SEC-defined beneficial ownership thresholds.

To learn more about the advisors currently working at Tandem Investment Advisors 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.