Willing to be Different
Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.
Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.
Our Approach
What Makes Us Different
The Philosophy
We believe our approach to managing money is understandable, relatable and makes sense to our clients.
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The Process
We seek to deliver a more consistent, repeatable, and less volatile experience than the market.
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The Partnership
We believe communication, accessibility, and high-touch service are key to building long-lasting relationships with our financial advisor partners.
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Most Recent Commentary
The Tandem Report
The stock market continued its impressive run in the third quarter—albeit with a small hiccup in early August. The S&P 500 closed 5.5% higher, which brought the year-to-date gain through September to nearly 21%.
Notes from the Trading Desk
U.S. equities saw continued strength last week, building on recent momentum and pushing major indices to record highs. The Dow Jones Industrial Average and S&P 500 notched fresh all-time highs, with the S&P 500 logging its 45th record high of the year…
Observations
In September 2024, U.S. equities continued their upward trajectory, with major indices closing the month higher, extending a strong year-to-date performance. As has been the case for much of the year, the Nasdaq led the way with a 2.68% increase, while the…