Tula Investment Group LLC

TULA Investment Group LLC provides discretionary investment management and financial advisory services to individual and high‑net‑worth clients, managing roughly $26 million across a modest number of accounts. Services are delivered through separately managed accounts maintained with a qualified custodian, and clients can monitor holdings directly through their custodian platform.

The firm emphasizes a value‑oriented, small‑cap and contrarian investment approach, supplemented by opportunistic, event‑driven research; portfolios are primarily equity‑focused while the adviser may also use options, exchange‑traded and closed‑end funds, foreign securities, and fixed income as warranted. TULA states a preference for simple investment vehicles and a long‑term orientation, aiming to remain consistent with its investment principles rather than reacting to short‑term market movements.

A distinguishing feature relative to many peers is that the firm uses performance‑based compensation for eligible investors, with safeguards such as a high‑water mark and adherence to applicable regulatory requirements to limit conflicts of interest. The firm documents conflicts and personal‑trading procedures in a Code of Ethics, uses a primary custody/prime brokerage arrangement for fee handling, and describes allocation and pre‑clearance policies intended to prioritize client accounts.