A complete list of active advisors currently associated with Tula Investment Group LLC

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TULA Investment Group LLC provides discretionary investment management and financial advisory services to individual and high‑net‑worth clients, managing roughly $26 million across a modest number of accounts. Services are delivered through separately managed accounts maintained with a qualified custodian, and clients can monitor holdings directly through their custodian platform. The firm emphasizes a value‑oriented, small‑cap and contrarian investment approach, supplemented by opportunistic, event‑driven research; portfolios are primarily equity‑focused while the adviser may also use options, exchange‑traded and closed‑end funds, foreign securities, and fixed income as warranted. TULA states a preference for simple investment vehicles and a long‑term orientation, aiming to remain consistent with its investment principles rather than reacting to short‑term market movements. A distinguishing feature relative to many peers is that the firm uses performance‑based compensation for eligible investors, with safeguards such as a high‑water mark and adherence to applicable regulatory requirements to limit conflicts of interest. The firm documents conflicts and personal‑trading procedures in a Code of Ethics, uses a primary custody/prime brokerage arrangement for fee handling, and describes allocation and pre‑clearance policies intended to prioritize client accounts.

To learn more about the advisors currently working at Tula Investment Group 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.