A complete list of active advisors currently associated with TDirection Asset Management

Warmer can help you find a great advisor at TDirection Asset Management or one who fits your needs even better.

TDIRECTION Asset Management is a small, independent advisory firm that manages discretionary portfolios for individuals, high-net-worth clients, family trusts, and select retirement plans. The firm reports roughly $20 million in assets under management across about two dozen client relationships and delivers ongoing portfolio management under a fee arrangement. The firm uses an in-house research process with proprietary investment rankings and a Core & Satellite approach, combining fundamental, cyclical, charting and technical (200‑day moving-average) analysis to select quality equities, ETFs, REITs and fixed income. Portfolio managers emphasize tactical use of cash and ETFs for hedging or defensive positioning, and they rebalance and adjust allocations based on investment, sentiment and market-timing signals. Distinctive features disclosed in the brochure include offering optional performance-based fee arrangements for eligible clients and the principal’s licensed insurance and tax-preparation activities, which the firm acknowledges may create potential conflicts of interest. The brochure also discloses regulatory actions involving the firm’s principal, including a temporary insurance-license suspension and a FINRA acceptance, waiver and consent, matters the firm summarizes for prospective clients.

To learn more about the advisors currently working at TDirection Asset Management, 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.