Professional Investment Management

• 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]