TINGEY ADVISORS INC

Overview

Tingey Advisors Inc. is an independent registered investment adviser formed as a corporation and SEC-registered in 2015. The firm serves both individuals and institutions, acting as a capital allocator and offering a mix of financial planning and portfolio management services for individuals, small businesses and larger business or institutional clients. Advisory activities listed in its filings include pension consulting, selection of other advisers, publication of client-oriented periodicals, and educational seminars and workshops. Fee arrangements are primarily percent-of-AUM with the option of hourly charges. Investment preferences tilt toward equities: the firm shows a clear equity bias and relies heavily on exchange-traded vehicles for implementation. It is not an active ESG investor. Tingey Advisors positions itself to use outside managers where specialist skill is needed, consistent with its role in selecting other advisers.

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Public Holdings

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Location & Offices