Tandem Investment Partners, LLC

Tandem Investment Partners, LLC is a registered investment adviser based in Bordentown, New Jersey, established in 2014. The firm offers personalized portfolio management services, focusing on discretionary investment management tailored to individual client needs and objectives. Clients must grant discretionary authority for the firm to manage their accounts, allowing Tandem to make investment decisions without prior client approval. The firm primarily invests in equity securities, debt securities, ETFs, mutual funds, and options, adjusting strategies based on client financial situations and risk tolerance. For portfolio management services, Tandem charges annual fees based on a percentage of assets under management, with a minimum account size typically set at $400,000. The fee schedule ranges from 0.50% to 1.00% based on the asset value. The firm does not offer performance-based fees or side-by-side management. Tandem also provides retirement plan advisory services and does not engage in directed brokerage. Clients are responsible for voting their securities and are encouraged to review account statements for accuracy. Tandem does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure professional conduct. The firm does not have custody of client assets and recommends Charles Schwab & Co., Inc. as a qualified custodian. Clients receive regular account reviews and reports, and Tandem does not participate in class action lawsuits on behalf of clients.