Tufton Capital Management, LLC

Tufton Capital Management LLC, established in November 1995, is an SEC-registered investment advisor based in Hunt Valley, MD. The firm specializes in providing investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Their investment strategy focuses on three asset classes: money market funds, fixed income securities, and equity securities, with a value-oriented approach that combines growth and value stocks. Tufton Capital offers fee-only services, with fees assessed based on assets under management, starting at 1.00% on the first $2,000,000. The firm requires a minimum initial investment of $500,000, and clients have the option of being billed directly or having fees deducted from their accounts. Tufton Capital Management operates with full investment discretion, tailoring investment portfolios to individual client needs. The firm does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have the option to vote on their securities or have Tufton Capital vote on their behalf. The firm has no legal or disciplinary events to report and maintains a strong focus on compliance and ethical conduct.