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 advises individuals (including high‑net‑worth and non‑HNW clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management (both discretionary and non‑discretionary), written financial planning including modular single‑issue plans, and pension consulting with participant education. The firm’s stated philosophy emphasizes long‑term investing through model portfolios tailored to different risk levels, tax situations, and funding needs, with routine quarterly rebalancing and the ability to create custom allocations when necessary. TNT commonly places client assets in SEI-managed models and third‑party managers and notes that certain strategies have manager or fund minimums that limit availability to smaller accounts; it also uses a mix of fundamental, technical and charting analysis and may employ short‑term trading on occasion. TNT routinely directs clients to custody at SEI and participates in the SEI tri‑party Managed Accounts program, and discloses receipt of software and support from SEI—relationships the brochure identifies as creating potential conflicts of interest. The firm also discloses that associated persons are licensed insurance agents who may earn commissions on insurance product sales and that it provides ERISA non‑discretionary consulting to plan sponsors, a mix of services that differentiates its business model from many peers.

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.