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 is an independent, fee‑only registered investment adviser that provides portfolio management, financial planning, employee retirement plan services, and consulting. It serves both private clients and institutional entities such as endowments, foundations, corporations, trusts, and family offices. The firm offers both discretionary and non‑discretionary advisory arrangements, working with clients to develop investment policy statements, implement asset allocation, and conduct third‑party manager research using a mix of active and passive strategies grounded in modern portfolio theory. Financial planning is available on an ongoing or project basis, and TPM provides regular monitoring and reporting to align portfolios with clients’ objectives and constraints. Unlike many independent advisers of its size and structure, Tenet explicitly offers OCIO‑style institutional investment management and pension consulting, including ERISA 3(21) plan‑level and participant‑level non‑discretionary advice, committee support, vendor benchmarking, and plan operational assistance. This combination of institutional pension consulting and private wealth services within a single fee‑only adviser platform is a distinguishing feature relative to its independent peers.

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.

Name	Location	Years of experience
Matthew Lutz	Nicholasville, KY	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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