A complete list of active advisors currently associated with Tenet Portfolio Management

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

Tenet Portfolio Management focuses on institutional and pooled-asset clients — including endowments, foundations, corporations, trusts, non‑profits and family offices — and also offers private wealth and consulting services. The firm operates on a fee‑only basis and, per its brochure, is newly registered and reported no assets under management as of December 31, 2025. The firm provides both discretionary portfolio management (including OCIO services) and non‑discretionary guidance, working directly with boards, trustees, investment committees, and family councils to draft Investment Policy Statements, perform third‑party manager research, and oversee implementation. Investment work is guided by asset allocation principles and a blend of passive and active strategies, with portfolio construction tailored to client constraints such as risk/return profile, liquidity, and portfolio size. Compared with many peers, Tenet emphasizes a formal employee retirement plan practice that offers ERISA Section 3(21) plan‑level and participant‑level non‑discretionary advice, vendor benchmarking, fee analysis, participant education, and conversion support — services that are relatively uncommon among firms in this category. The firm also employs alternative billing arrangements beyond percentage‑of‑AUM fees, including hourly and fixed‑fee project engagements for financial planning and consulting, and is led by an adviser with extensive corporate finance, treasury and plan‑consulting experience.

To learn more about the advisors currently working at Tenet Portfolio 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.