Tandem Investment Partners, LLC

Tandem Investment Partners is a registered investment adviser that provides discretionary portfolio management to individuals (including high net worth individuals), small institutions, and retirement plans, managing approximately $200 million across roughly 191 client accounts. The firm also offers non‑discretionary retirement plan advisory services that can include plan review, fund selection guidance, performance monitoring, and participant education.

The firm’s investment programs are personalized to each client’s objectives and may include common and preferred stocks, debt securities, mutual funds, ETFs, and the use of put and call options; option writing and margin transactions are described as available in limited circumstances for certain high net worth clients. Tandem combines fundamental and cyclical analysis with a proprietary relative‑valuation quantitative model and modern portfolio theory to set asset allocation, monitor holdings, and rebalance portfolios.

What is noteworthy relative to many team firms is Tandem’s explicit use of derivatives within separately managed accounts — including put and call options and restricted option‑writing — a practice the brochure describes as limited to certain clients. The brochure also discloses that the firm routinely recommends and requires clients to use a particular custodian (Schwab) and that it receives institutional services from that custodian conditional on a $10 million aggregate custody threshold.