TDIRECTION ASSET MANAGEMENT

Overview

Tdirection Asset Management is a small, equity-focused advisory firm that manages discretionary portfolios for individuals and families, and provides portfolio management for small businesses. The adviser operates as a corporation with an individual owner and combines advisory work with insurance brokerage services, reflecting a hybrid practice that can integrate insurance planning with investment management. Fee arrangements include a percentage-of-AUM component and the ability to charge performance-based fees, which suggests the firm may pursue outcome-oriented or concentrated strategies for some clients. Public filings indicate a clear tilt toward equities: exchange-traded securities form the bulk of client portfolios. The firm is not positioned as an ESG specialist and is not registered as a multi-state adviser, signaling a regionally concentrated client base and compliance footprint. Tdirection deploys third-party managers when it comes to alternatives, particularly private placements and real estate, rather than operating in-house alternative fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices