Tandem Investment Advisors Inc

SEC-regulated
Registered investment advisor
Tandem Investment Advisors, Inc. is an SEC registered investment adviser founded in Charlottesville, Virginia in 1990 by John B. Carew. The firm specializes in providing portfolio management services on a discretionary basis to various clients, including individuals, retirement plans, trusts, corporations, and more. Tandem primarily manages equity portfolios, offering strategies such as Large Cap Core, Equity, and Mid Cap Core. The firm's investment process focuses on identifying companies with consistent growth in earnings, revenues, and cash flow, as well as unique competitive advantages. Clients can hire Tandem directly or indirectly through independent financial advisors or wrap programs. The minimum account size for direct clients is $500,000, while for indirect clients it is $100,000. Tandem charges fees based on a percentage of assets under management, typically 1.00% annually for the first $2 million. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Tandem does not provide financial planning services but focuses on managing client assets according to selected investment strategies. The firm's investment professionals hold professional designations such as CFA® (Chartered Financial Analyst) and CMT® (Chartered Market Technician), demonstrating their expertise in investment analysis and decision-making. Tandem's investment philosophy emphasizes low volatility equity management and a disciplined approach to security selection and portfolio management. For more information, visit www.tandemadvisors.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting