A complete list of active advisors currently associated with TFP Management, LLC

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

TFP Management, LLC provides discretionary investment management and complimentary financial planning to individuals, high net worth clients, and certain business entities, and also offers retirement plan education and consulting on a non‑fiduciary basis. The firm reports approximately $273 million in discretionary assets under management and serves roughly 660 client relationships. Portfolios are built from an initial asset allocation tied to client risk tolerance and financial goals, and are managed using a combination of fundamental and technical analysis through proprietary model portfolios or customized strategies, with the firm generally exercising discretionary authority. TFP may engage sub‑advisers for portions of client assets and uses a range of securities including mutual funds, ETFs (including leveraged and inverse products), stocks, bonds, and REITs. Distinctive features disclosed in the brochure include that the firm’s owners and associates are licensed insurance agents and may recommend insurance products for separate commission compensation, a potential conflict the firm says it seeks to mitigate through policies and client disclosure. The firm also describes economic benefits received from its sub‑adviser relationship (such as billing, research, and technology support) and discloses procedures for fee deduction and limited custody transfers that clients should consider when evaluating the advisor.

To learn more about the advisors currently working at TFP Management, LLC, 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.