A complete list of active advisors currently associated with Tingey Advisors Inc
Warmer can help you find a great advisor at Tingey Advisors Inc or one who fits your needs even better.
Tingey Advisors provides discretionary portfolio management and retirement-plan consulting to individuals, small businesses, and a range of institutional clients, and also offers non‑discretionary financial consulting and project work such as expert witness services. The firm manages client accounts according to documented investment guidelines and offers initial consultations and ongoing reporting to establish and review objectives. Its investment approach emphasizes fundamental analysis and low turnover for equities, a buy‑and‑hold discipline for fixed income, and portfolio categorization into growth, income, or balanced objectives to set asset‑allocation ranges. The brochure notes the use of technical analysis as a supplement and the limited use of derivative products for hedging purposes, with an emphasis on liquidity, credit quality, and diversification. A few operational features distinguish Tingey Advisors from many peers: it operates as a DBA of another registered investment entity and accepts certain custody responsibilities under specific client authorizations (including initiating ACH/journal transfers and deducting fees), which the brochure addresses in detail under SEC custody guidance. The firm also conducts client education through periodic seminars and an annual market‑outlook event, issues a quarterly newsletter and market commentaries, and discloses outside business affiliations of its principal that are noted to occupy less than five percent of his time.
To learn more about the advisors currently working at Tingey Advisors 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.
You can also browse Tingey Advisors Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Midvale, UT
| 27
| |
Salt Lake City, UT
| 5
|
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