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

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

Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations and retirement plans, managing about $266 million in discretionary assets for roughly 240 clients. The firm provides ongoing investment management, written financial planning and ERISA-focused retirement plan advisory services, including vendor analysis and participant education. The firm’s investment process blends modern portfolio theory with fundamental analysis to build diversified portfolios that typically rely on low-cost mutual funds and ETFs while retaining the option to use individual stocks, bonds and options when appropriate. Advisors work with clients to define goals and risk tolerance, implement discretionary strategies with regular monitoring, and generally require a minimum relationship size to align the service model with client needs. Noteworthy aspects include a small, experienced team model (four advisors) with multiple CFP professionals and additional accounting and legal credentials on the team, and a practice dating to 2002 that combines individual wealth management with ERISA 3(38) plan services. The firm is fee-only, uses an institutional platform relationship with a major custodian for execution and reporting, and documents its fiduciary commitments and proxy-voting procedures in its disclosures.

To learn more about the advisors currently working at Tassel 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.