No two investors have the same goals or the same financial positions. We customize each plan to meet individual objectives and requirements, using the highest quality investment resources to purchase and manage the investments.

Tarpley & Underwood diligently researches investment managers in all relevant asset classes. Then we strategically allocate funds to selected managers, applying your long-range goals to each asset class. As performance alters the asset mix, we re-balance your portfolio to accommodate your particular investment strategy. Meanwhile, we tactically adjust your portfolio to account for imbalances in class performance.

We develop your asset allocation model in accordance with financial and tax minimization goals and appropriate risk levels. Then we monitor performance of each investment and portfolio manager to ensure they continue to meet your objectives and our standards. And we keep you informed on the performance of your investments with regular timely reporting and communication.