A complete list of active advisors currently associated with TNT Asset Management, LLC
Warmer can help you find a great advisor at TNT Asset Management, LLC or one who fits your needs even better.
TNT Asset Management provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm commonly implements client strategies through SEI’s Managed Accounts Program and may also manage sub‑accounts within variable annuity products. TNT’s process centers on aligning clients with SEI model portfolios and monitoring performance, employing a mix of fundamental, technical, and charting analyses and occasional short‑term trading when deemed suitable. The firm may exercise discretionary authority to reallocate assets among SEI strategies, conducts periodic client reviews, and generally does not emphasize tax‑efficiency unless specifically agreed with a client. Distinctive operational features disclosed in the brochure include a routine requirement that clients direct brokerage to SEI and the receipt of software and support from SEI, arrangements the firm identifies as a potential conflict of interest. TNT also provides ERISA‑oriented, non‑discretionary pension consulting and participant education and has affiliated personnel licensed to sell commissionable insurance products, which the firm discloses as a separate potential conflict.
To learn more about the advisors currently working at TNT Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Round Rock, TX
| 38
| |
Round Rock, TX
| 8
| |
Round Rock, TX
| 8
| |
Round Rock, TX
| 24
|
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