Post Resch Tallon Group

Post Resch Tallon Group, Inc. is an SEC-registered investment adviser established in 2004 by John A. Post II and Kerry P. Tallon. The firm specializes in providing personalized investment advisory services, including portfolio management, financial planning, retirement planning, and more. They manage $264,818,022 on a discretionary basis and $28,275,502 on a non-discretionary basis, along with advising on $14,616,744 in pension plan assets as of December 31, 2024. For investment supervisory or management services, fees range from 0.90% to 1.00% of assets under management, billed quarterly in advance. Financial planning and consulting fees are negotiated case-by-case, with hourly rates at $250 per hour. Retirement plan advisory services are charged an annual asset-based fee of up to 1%. The firm does not charge performance-based fees or engage in side-by-side management. Post Resch Tallon Group uses fundamental analysis and modern portfolio theory for investment strategies, focusing on asset allocation and diversification. Clients have investment discretion, allowing the firm to buy and sell securities without prior client approval. The firm does not vote proxies for client securities and does not have any disciplinary disclosures.