Tassel Capital Management, Inc

Tassel Capital Management is a registered investment advisor founded in May 2002 by William Ertel, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. As a fiduciary, Tassel Capital upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact and interaction, offering discretionary investment management and related advisory services. Tassel Capital primarily employs modern portfolio theory and fundamental analysis in developing investment strategies for clients. The firm's investment strategies are long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, or options contracts to meet client goals. Tassel Capital may recommend redistributing investment allocations, increasing sector or asset class weightings, or employing cash positions as a hedge against market movement. The firm's fee structure for investment management services is based on a tiered schedule, with fees paid quarterly in advance based on the market value of assets under management. Tassel Capital does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation