Services

At Tandem, I am passionate about viewing your RIA firm through a holistic lens in an attempt to ensure that your firm continues on its growth trajectory. Investments, Operations, Marketing, and Client Services are the critical pillars that create the foundation of your firm. I will work with you to affirm that all areas are working in a complementary fashion toward your intended goals.

Tandem can assist your firm in a number of areas – here are some key ones:

Investments

  • Asset allocation
  • Manager review/search/selection
  • Analysis of active/passive mix
  • Asset class review
  • Vehicle/fee review
  • Performance evaluation

Operations

  • Process review
  • Onboarding review
  • Error resolution/avoidance
  • Best practices review

Marketing

  • Pitch book review/editing
  • Fact sheet review/editing
  • Commentary/white paper writing/editing

Client Service

  • Best practices
  • Services review (tax loss harvesting, DCA, divestiture programs)
  • Mentoring