A complete list of active advisors currently associated with Tigris Consulting LLC
Warmer can help you find a great advisor at Tigris Consulting LLC or one who fits your needs even better.
Tigris Consulting LLC provides discretionary and non-discretionary portfolio management and related advisory services to individuals (including high‑net‑worth clients) and small businesses, overseeing roughly $6.04 million across about 120 client relationships. Its services include management of retirement accounts, taxable brokerage and 529 plans, handling of held‑away employer‑sponsored accounts, and estate‑planning assistance delivered through a third‑party digital platform. The firm favors a long‑term buy‑and‑hold approach informed by a mix of charting, fundamental, quantitative, technical analysis and modern portfolio theory, and documents client risk tolerance through a formal investor assessment used in account reviews. Tigris generally seeks discretionary authority for trading, limits recommendations to exchange‑traded securities, mutual funds, fixed income, real estate funds and ETFs (including precious‑metal ETFs), and clients receive periodic custodial account reports. Notably, the firm’s disclosures include hypothetical illustrations and performance‑related communications in its client materials and it emphasizes client education through estate‑planning education and an online plan with one year of unlimited updates plus an optional annual membership. Tigris also provides advisory coverage for employer‑sponsored and held‑away retirement accounts, reflecting a combination of pension‑related consulting and client education that is less common among similar independent advisers.
To learn more about the advisors currently working at Tigris Consulting 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.
Name |
Location |
Years of experience |
|---|---|---|
Allen, TX
| 9
|
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