Tublin - DiFusco Advisors Inc.

TDAI provides discretionary portfolio management primarily to individual clients, including high‑net‑worth individuals, and also serves pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses; it reports managing about $131.8 million for roughly 129 clients. Services are personalized, with written documentation of client goals and periodic reviews to keep objectives current.

The firm emphasizes fundamental analysis when selecting investments and monitors client portfolios on a monthly basis, providing quarterly written reports that list holdings and market values. Portfolio evaluations explicitly incorporate asset allocation, income requirements, tax implications, and economic and industry outlooks when aligning investments with client objectives.

Noteworthy aspects for a firm of this size include a long operating history and a very small advisory team that recently added an advisor with formal tax, legal and Big Four accounting experience, which the firm cites as supporting tax‑aware portfolio evaluation. The firm does not maintain a website and generally recommends a particular broker‑dealer (Wells Fargo Advisors), through which it receives research via client commissions and accepts client‑directed brokerage—arrangements that may affect execution and how research benefits are allocated.