TANDEM CAPITAL MANAGEMENT, INC.

Overview

Tandem Capital Management, Inc. is an independent registered investment adviser that has been operating since 1991. The firm acts as a capital allocator for a mix of individual, family and institutional clients, providing financial planning, portfolio management for individuals and businesses, and the selection of outside advisers. Its stated fee options include percentage-of-AUM billing as well as hourly and fixed fees, reflecting a flexible client engagement model. Investment positioning leans toward equities, with a clear preference for exchange-traded vehicles. The firm is not an active ESG investor and does not characterize itself as a pension consultant or multi-state adviser in filings. Tandem also functions as a manager-of-managers—allocating to third-party advisers and external fund managers when it benefits client goals.

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