A complete list of active advisors currently associated with Tilia Fiduciary Partners, Inc.

Warmer can help you find a great advisor at Tilia Fiduciary Partners, Inc. or one who fits your needs even better.

Tilia Fiduciary Partners works with individuals, trusts, estates, pooled investment vehicles, and retirement/pension plans, providing discretionary and non‑discretionary portfolio management, standalone financial planning, and pension consulting. The firm begins client relationships by developing a Financial Profile and an Investment Plan to guide ongoing advice and implementation. Investment decisions are made by an investment committee that meets bi‑weekly and the firm generally implements client plans through a core buy‑and‑hold allocation to ETFs, individual stocks, mutual funds, and bonds while permitting limited tactical trades, basic hedges, and use of options and other derivatives where appropriate. Tilia also accommodates client‑directed borrowing and margin transactions, and it may assist clients with securities‑backed lines of credit; margin balances and assets purchased on margin are included in assets under management and are documented as client‑directed. What is distinctive about Tilia relative to many peers is its explicit use of borrowing in separately managed accounts and its disclosure that margin and margin‑related products can be part of managed portfolios—practices the firm says it discourages but will implement with client authorization. The firm has also recently clarified operational controls around limited artificial‑intelligence tools (restricted to administrative tasks such as meeting transcription and summarization) and emphasizes committee‑level, human oversight of all investment recommendations.

To learn more about the advisors currently working at Tilia Fiduciary Partners, Inc., 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.