A complete list of active advisors currently associated with Tufton Capital Management, LLC
Warmer can help you find a great advisor at Tufton Capital Management, LLC or one who fits your needs even better.
Tufton Capital Management provides discretionary, fee-only investment management to individuals, retirement plans, trusts, estates, charitable organizations and corporations, managing about $463.8 million for roughly 248 clients. Its client service model includes collaborative development of an investment policy statement and regular written reporting in addition to custodial statements. The firm conducts proprietary fundamental research and follows a value-oriented approach that blends growth and value equities with fixed income and short‑term investments; turnover is described as very low and options may be used in specific circumstances. Portfolio managers exercise full investment discretion within client-established parameters such as risk tolerance, return expectations, time horizon and any account restrictions. Tufton recently underwent a change in ownership and is now owned by Mercer Global Advisors, a transition that the brochure notes is in the process of transferring client assets to the acquirer. Beyond standard reporting, the firm also distributes periodic client communications (newsletters), runs educational seminars/workshops, and publicly advertises performance results — features that are less common among similarly supported firms.
To learn more about the advisors currently working at Tufton Capital 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 |
|---|---|---|
Hunt Valley, MD
| 12
| |
Hunt Valley, MD
| 25
| |
Hunt Valley, MD
| 10
| |
Hunt Valley, MD
| 24
|
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