Tandem Investment Partners (Tandem) was founded to provide institutional-caliber investment management to individual investors. Tandem is led by Chartered Financial Analysts (CFAs) that have deep ethical standards which should provide comfort to investors. Its founders believe in capital preservation first and foremost, with prudent capital growth as a secondary goal. We believe in earning the trust of clients each day by earning healthy returns without taking unnecessary levels of risk. Our team encourages meaningful and frequent interaction between clients and team members.

The firm’s investment professionals total more than 90 years of investment experience. This depth of experience is a rarity among Registered Investment Advisors. The investment team has successfully managed client assets through euphoric as well as turbulent market cycles. In each case, Tandem professionals have demonstrated the ability to cater to unique client goals, preferences and needs.