Professional Investment Management

It’s time for professional investment management

Tudor offers research-driven, professional investment management geared to client goals. The firm provides a rich history of investment management expertise (since 1992) with a laser sharp focus on quality investment income and growth securities.

Our philosophy is based on a strong commitment to carefully chosen high-quality investment securities.


Here are the features of our investment approach separator

  • Clients receive the benefits of a dedicated advisor
  • Advisors work closely with clients to create high-quality, long-term wealth- building/income-producing portfolios
  • Tudor does not outsource investment management to outside firms that do not know our clients. Client accounts are managed and closely monitored in-house
  • Investment accounts are segregated individually by client
  • Tudor creates investment strategies for clients that combine two factors: Client specific long-term goals and client investment risk parameters

  • Portfolio investment allocations are specific to the investment strategy, client preferences and portfolio size. Choices include mutual funds, exchange-traded funds and individual stocks or bonds
  • Tudor has a pre-determined process and implementation method for each strategy. Securities are bought, held and sold based on heavily-researched specific parameters
  • Clients receive consistent portfolio updates/holding reports
  • Tudor priorities are: returns first, taxes second. Tudor implements tax-saving strategies in the final months of the year

Tudor professionals will structure your investment allocations to your specific goals

Clients can tap into an array of well-researched investment strategies…from widely diversified asset allocation approaches to balanced stock and bond strategies to high quality 100% equity strategies. Proactive investment approaches that reflect an entire range of economic and financial environment possibilities and mesh with long-term client goals. Our investment website currently in production will include further details of our well-researched strategies. In the meantime, contact us at [email protected]

Investment Management Services Include separator

  • Retirement Income Analysis
  • Investment Security Selection
  • Portfolio Monitoring
  • Risk Assessments
  • Year-End Tax Planning Strategies
  • Contribution and Withdrawal Strategies

Investment Portfolio Strategies Include separator

  • Stock Portfolios
  • Bond Portfolios
  • Balanced Portfolios
  • Customized Portfolios*

*for clients with $500,000 or more to invest

Our Premier Strategy separator

Our Legacy Strategies offers an extraordinary experience for long-term investors that wish to invest in the finest, highest quality stocks in the investment universe. This strategy has provided years of excellent risk-adjusted returns to qualified investors that meet certain requirements.

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