Tandem Investment Partners, LLC

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Client assets under management

$192,770,802

Clients

191

19% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,009,271

About

Tandem Investment Partners is a registered investment adviser that provides discretionary portfolio management to individuals (including high net worth individuals), small institutions, and retirement plans, managing approximately $200 million across roughly 191 client accounts. The firm also offers non‑discretionary retirement plan advisory services that can include plan review, fund selection guidance, performance monitoring, and participant education.

The firm’s investment programs are personalized to each client’s objectives and may include common and preferred stocks, debt securities, mutual funds, ETFs, and the use of put and call options; option writing and margin transactions are described as available in limited circumstances for certain high net worth clients. Tandem combines fundamental and cyclical analysis with a proprietary relative‑valuation quantitative model and modern portfolio theory to set asset allocation, monitor holdings, and rebalance portfolios.

What is noteworthy relative to many team firms is Tandem’s explicit use of derivatives within separately managed accounts — including put and call options and restricted option‑writing — a practice the brochure describes as limited to certain clients. The brochure also discloses that the firm routinely recommends and requires clients to use a particular custodian (Schwab) and that it receives institutional services from that custodian conditional on a $10 million aggregate custody threshold.

Client services

Portfolio management Pension advisory services

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Other

Account minimum: $400,000

Main office location

Tandem Investment Partners, LLC

3 Third Street, Suite 215

Bordentown NJ 08505, United States

Number of offices

Most active in

Arizona · California · Florida · New Hampshire · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 609-452-2100

Advisors at this firm

Barbara T

Series 63, Series 65

Prescott, AZ

Tandem Investment Partners, LLC

Barbara Tweedy is a financial advisor at Tandem Investment Partners, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Tandem since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million across individual, institutional, and retirement plan clients. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and quantitative analysis along with modern portfolio theory.

Options & derivatives strategies Active portfolio management

Thomas D

CFA®

Bordentown, NJ

Tandem Investment Partners, LLC

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Options & derivatives strategies Active portfolio management

Caleb L

Series 63, Series 66

Chandler, AZ

Tandem Investment Partners, LLC

Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

Options & derivatives strategies Active portfolio management

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