Tandem Investment Advisors

Overview

Tandem Investment Advisors is a portfolio management company headquartered in Charleston, South Carolina, specializing in low volatility capital appreciation equity strategies. The firm offers long-only U.S. equity strategies designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market. Their approach focuses on providing a consistent investment experience for clients through a quantitative investment process that identifies businesses poised for growth in any economic environment. The firm's investment philosophy emphasizes a differentiated core solution that aims to keep investors invested through all markets. They believe their approach to managing money is understandable, relatable, and makes sense to their clients. Tandem seeks to deliver a more consistent, repeatable, and less volatile experience than the market. Communication, accessibility, and high-touch service are key to building long-lasting relationships with their financial advisor partners. Tandem has experienced significant growth, surpassing $3 billion in assets under management by 2023. They are committed to being different and not conforming to industry norms, aiming to deliver insightful updates and market commentary to keep clients informed and engaged.

Investment Focus

• Minimum investable assets: $400,000