TSA MANAGEMENT INC

Overview

TSA Management Inc. is a privately held registered investment adviser that has been operating since 1992 and focuses on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family households, and it charges clients via a percentage-of-AUM model and fixed fees. Investment activity centers on equity exposure—both listed stocks and exchange-traded instruments—and the firm uses discretionary authority for the large majority of its relationships. TSA Management Inc. works with outside broker-dealers and insurance firms to deliver products and execution, and it does not position itself as a capital allocator running proprietary funds; instead it sources third-party managers and vehicles to implement client mandates. From an investment-preference standpoint, TSA Management Inc. shows a clear tilt to public equities as the core building block of client portfolios, supplemented by mutual funds and annuities for sleeve-level diversification. The firm also allocates to third-party alternative managers across private equity, real estate, commodities and oil & gas, using those exposures to add non-correlated return potential and income where appropriate. TSA is not identified as an active ESG investor.

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Location & Offices