Tanin, Tunc

The firm provides investment advisory and financial planning services to individual clients, including high‑net‑worth individuals, through individualized portfolio management and written financial plans. In addition to its advisory work, the adviser operates an independent life and health insurance practice and offers tax‑return preparation during tax season as separate businesses, receiving commissions and fees that are disclosed in the brochure.

The firm manages discretionary portfolios using mutual funds exclusively and employs fundamental analysis guided by principles of value, safety, and quality, with a particular emphasis on risk control and loss avoidance. Clients receive tailored recommendations, may impose written investment restrictions, and accounts are reviewed monthly with at least annual meetings or more frequently on request.

Noteworthy distinctions include the adviser’s concurrent insurance brokerage activity and separate tax‑preparation services, which the brochure identifies as potential conflicts of interest and describes mitigation through fiduciary duties and a policy that clients are not required to purchase recommended insurance or tax services from the adviser. The firm also reports the adviser’s executive role outside the practice and maintains account custody with third‑party custodians while retaining authorization to have advisory fees deducted from client accounts.