A complete list of active advisors currently associated with Tsa Management Inc

Warmer can help you find a great advisor at Tsa Management Inc or one who fits your needs even better.

TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a broad mix of clients — including individuals, high‑net‑worth clients, retirement plans, foundations and other institutions — managing approximately $1.479 billion for about 2,566 clients as of 12/31/2025. Services described in the brochure include discretionary and non‑discretionary portfolio management, separately managed accounts, wrap and sub‑advisory programs and custody arrangements through third‑party custodians such as Pershing. The firm constructs client portfolios using model allocations (STAR, NSF, AMF, CUNY) and emphasizes asset allocation, tax‑aware security selection, and quarterly rebalancing; its equity selections favor larger, dividend‑paying names alongside ETFs and fixed income. TSA combines in‑house management with third‑party managers (including Lockwood and Marstone platforms), and may implement margin or option strategies only with client approval. Compared with many multi‑team advisers, TSA serves a large client base through a relatively compact adviser team — roughly 2,566 clients across 31 advisors — and manages most assets on a discretionary basis, indicating a higher client load per advisor than is typical for peers. The firm is affiliated with Halliday Financial Group and an affiliated broker‑dealer, offers access to illiquid direct participation investments with documented suitability standards, and does not describe standalone financial planning services in its brochure.

To learn more about the advisors currently working at Tsa Management 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.