Tandem Investment Advisors | Large Cap Core Investment Styles for Unified Managed Accounts
TANDEM OFFERS THE FOLLOWING INVESTMENT STYLES FOR UNIFIED MANAGED ACCOUNTS BASED ON THE SAME INVESTMENT PHILOSOPHY AND INVESTMENT PROCESS: LARGE CAP CORE
16778
page-template-default,page,page-id-16778,ajax_updown_fade,page_not_loaded,,qode-theme-ver-5.9,wpb-js-composer js-comp-ver-5.1.1,vc_responsive

Unified Managed Accounts (UMAs)

Investment Styles

 

TANDEM OFFERS THE FOLLOWING INVESTMENT STYLES FOR UNIFIED MANAGED ACCOUNTS (UMAS) BASED ON THE SAME INVESTMENT PHILOSOPHY AND INVESTMENT PROCESS:

 

1. LARGE CAP CORE

Large Cap Core (LCC) seeks to provide less volatile returns and rising income over a complete market cycle. LCC requires that portfolio companies consistently grow both earnings and dividends. Dividends must be paid to be included in LCC. Dividend growth justified by earnings growth allows stocks to perform well over time regardless of economic or market conditions. Tandem utilizes its proprietary investment methodology to produce results that experience less volatility than the broader market, resulting in less correlation as well.

 

Request More Info