Overview

We make it simple.

We handle the portfolios so you can focus on your clients.

Differentiation

We partner with advisors to help deliver an improved client experience. With Tandem, advisors offer something different from expensive mutual funds and insurance-based products, and can grow their practice while maintaining unlimited access to portfolios. Rather than explain the exhaustive specifics of investment options, advisors help clients understand their risk comfort levels. Our holistic, cost-efficient and high-level service allows advisors to deepen client conversations and better understand their needs.

Investment Strategy

Tandem ETF Portfolios consist of four risk-based asset allocation portfolios that invest mainly in ETFs. Working within a proven investment discipline, each portfolio provides diversification across multiple asset classes consistent with an investor’s risk profile.

Our investment strategy is one of total return, consisting of both capital appreciation and income. The core of the investment portfolio focuses on the long term, providing investors with both broad market exposure and risk control. Diverse asset classes reduce volatility and produce a sustainable return over a full market cycle. A smaller portion of the portfolio, the adaptable overlay, takes advantage of short-term opportunities that either mitigate risk or generate additional returns.

With low volatility and less risk, our portfolios aim to match or outperform comparable benchmarks like the Morningstar Moderate Target Risk TR USD composite. We carefully fine-tune and, if necessary, rebalance by assessing capital market qualitative research, quantitative analysis, risk management, and relative valuation. Our commitment to keeping portfolio costs low means more potential returns for investors.

Please click on a fund fact sheet for more information on Tandem’s risk-adjusted returns and portfolio management.

Benefits for Advisors

Advisors benefit from Tandem ETF Portfolios by providing clients and plan participants with professionally managed investments. The nature of ETF-focused portfolios means reduced portfolio costs without the unreported fees found in mutual fund portfolios and insurance-based products.

Enhanced Profitability

A recent industry study suggests that advisors who use outsourced investment management can generate more compensation than advisors who actively manage portfolios themselves.

With Tandem’s lower internal expenses and management costs, advisors can generate the same if not more revenue than they would from mutual fund portfolios and insurance-based products.

Benefits for Your Clients

Tandem ETF Portfolios deliver a professionally managed portfolio in a single, risk-based fund so clients and plan participants can focus on building long-term savings and maintaining financial wellness. Through asset allocation, lower fees, and increased transparency, Tandem provides performance with risk-and-return objectives suited to client and plan participant needs.

 

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