A complete list of active advisors currently associated with Tuvin & Tuvin, Ltd.

Warmer can help you find a great advisor at Tuvin & Tuvin, Ltd. or one who fits your needs even better.

The firm provides non-discretionary investment consulting, portfolio construction, asset allocation, and mutual fund and ETF recommendations to individuals, trusts, estates, retirement plans, corporations, and other entities. The brochure reports that, as of January 15, 2020, the firm reported no assets managed on a discretionary basis. Advice is tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, with implementation typically through open‑end mutual funds and exchange‑traded funds and a mix of qualitative and quantitative fund analysis. The firm monitors portfolios and recommends rebalancing as warranted, but clients retain final decision authority and may execute transactions through the custodian of their choice. Distinctive features noted in the brochure include that the firm’s principal is a licensed real estate broker who may assist clients in purchasing or selling property and earns brokerage commissions separate from advisory fees. The principal also devotes the large majority of their time to other business activities (including commercial lending and SBA-related work), and the firm discloses that it may receive a portion of advisory fees as solicitation compensation when referring clients to certain third‑party investment advisers, which presents a potential conflict of interest.

To learn more about the advisors currently working at Tuvin & Tuvin, Ltd., 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
Edward Tuvin	Bethesda, MD	4

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