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.
Learn MorePivotal Moments in Tandem History
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Most Recent Commentary
Notes from the Trading Desk
A post-election surge in U.S. stocks drove major equity indices to all-time highs last week. The S&P 500 surpassed 6,000 and logged its 50th record high of the year, while the Dow Jones Industrials Average crossed 44,000 for the first time.
Observations
Major U.S. equity markets experienced some consolidation in October after several months of upward momentum. The S&P 500 broke a streak of five consecutive monthly gains, declining 0.99%.
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%.