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Tammy Kosa

Advisor at Elliott Cove Capital Management

Updated today
Elliott Cove Capital Management logo

Firm

Elliott Cove Capital Management

Location

Fairbanks, AK 99701

Credentials

Series 65

Industry experience

19 years

About

Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.

Client services

Based on Elliott Cove Capital Management

Portfolio management

Expertise

Based on Elliott Cove Capital Management

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing

Occupation focus

Based on Elliott Cove Capital Management

Founder/Business Owner

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (flat rate for combined assets over $1,000,000)

Other

Account minimum: $25,000 Minimum fee: $1,000 annual startup fee for SIMPLE IRA plans under $100,000, waived once assets exceed $99,999 Fee-only: Investment management fees based on percentage of assets under management; fees negotiable; no commissions

Location

Northrim Bank Fairbanks Financial Center, 360 Merhar Ave

Fairbanks, AK 99701

Most active in

Alaska

Work history

Elliott Cove Capital Mgmt

2006 - Present (20 years)

Northrim Bank

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Wealth management Multi-generational wealth transfer Passive / index investing
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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Wealth management Multi-generational wealth transfer Passive / index investing
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Alexis L

Series 65

Fairbanks, AK

LifeTyme Financial Advisors, LLC

Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brian S

Series 63, Series 65

Fairbanks, AK

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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