TANDEM VIEWS INVESTMENT SERVICES, LLC

Overview

Tandem Views Investment Services, LLC is a small, independent registered investment adviser that provides financial planning and portfolio management to individuals, families and small businesses. The firm operates as an owner-run limited liability company and charges clients on a percentage-of-assets and hourly basis. Its investment activity is concentrated in exchange-traded equities, and it reports a clear preference for equity exposure as the primary portfolio building block. The adviser acts in a non-discretionary capacity across its reported assets, which means recommendations and model allocations are delivered to clients who retain trading authority. Tandem Views does not identify itself as an active ESG investor, and it does not position itself as a capital allocator or pension consultant. For implementation and custody it relies on a single primary custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices