A complete list of active advisors currently associated with Tandem Investment Advisors Inc

Warmer can help you find a great advisor at Tandem Investment Advisors Inc or one who fits your needs even better.

Tandem provides discretionary portfolio management primarily for equity portfolios to a broad mix of clients including individuals, retirement plans, trusts, corporations, banks and other financial institutions, as well as registered investment companies and nonprofit entities. Services are delivered both directly and indirectly through separate accounts, unified managed account/model programs, wrap programs and sub-advisory arrangements. The firm positions itself as a low-volatility equity manager using a semi-quantitative investment process that screens for consistent earnings, dividend growth, competitive advantage and management quality, with final decisions made by portfolio managers. Portfolios are relatively concentrated (typically 25–45 holdings), follow defined buy/hold/sell disciplines, and the investment team discloses limited use of AI for research summarization that must be validated by staff. Tandem’s structure and client mix are notable for an investment-manager firm: it reports over 10,000 client relationships managed by a ten-person advisory team and participates as a wrap fee program sponsor and sub-advisor, roles that are uncommon among peers. The firm also serves atypical client segments for its category—banks/thrifts, charitable organizations, corporate clients and investment companies (including direct management of the Tandem mutual fund)—and is 100% employee-owned.

To learn more about the advisors currently working at Tandem Investment Advisors Inc, 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.