Advisor at Tandem Investment Partners, LLC
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Firm
Tandem Investment Partners, LLC
Location
Bordentown, NJ 08505
Credentials
CFA®
Industry experience
14 years
Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.
Based on Tandem Investment Partners, LLC
Based on Tandem Investment Partners, LLC
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $400,000
3 Third Street, Suite 215
Bordentown, NJ 08505
New Jersey · Texas
Tandem Investment Partners, LLC
2014 - Present (12 years)
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