At Ficadenti Tandon, you can count on more. We are a boutique investment management firm that offers highly personalized investment services. You won’t find a cookie-cutter approach to asset management here! The foundation of our work is a portfolio allocation that aligns with a client’s tolerance for risk and timeline. But what truly sets us apart is our ability to go beyond traditional asset all
ocation used by other advisors. The benefit to our clients is additional portfolio diversification, which minimizes investment risk while offering unique opportunities for additional return. With financial success comes increased responsibilities and complexity. At Ficadenti Tandon, we provide a holistic approach to managing your assets, taking into account all aspects of your financial life. We can recommend strategies that address income and estate taxes, providing income for retirement, daily expense management, and business counseling. Because each client’s unique financial needs and goals change over time, we regularly reexamine the short-term and long-term goals to change tax strategies and investment decisions as needed. We're a cut about the rest:
Fiduciary Responsibility – Unlike investment advisors who are commissioned on the investments they purchase for a client portfolio, we are a fee-only registered investment advisor. This means we have a fiduciary responsibility to always act in your best interest. Our fees are strictly for the guidance and expertise we provide, not an investment we recommend. Highly Personalized Service – As a small, boutique advisory firm, the principals that started the firm over a decade ago are the same ones that answer your phone calls today. Investment Approach – You will not find a cookie-cutter approach to asset allocation at Ficadenti Tandon. Our independence and experience allows us to go beyond the traditional asset allocation used by many investment advisors. This provides additional portfolio diversification to minimize investment risk while offering unique opportunities for additional return. Tax Expertise - One of the firm’s founding partners is an enrolled agent, a federally authorized tax practitioner, who helps clients develop portfolios that can minimize taxes and increase after-tax income. Team Approach- We work as a team, providing attention to detail for each client’s unique needs every step of the way. In many firms, each representative has his or her own set of clients. As a result, their clients almost always receive different levels of service and quality of advice. Our clients “belong” to the firm and are counseled in the same consistent manner and receive the same innovative level of advice and hands-on, courteous service. Each of our representatives specializes in a different area of expertise and works on your behalf to ensure a high quality level of advice and service. Coordination with other financial professionals- We take over the time-consuming task of managing our client’s affairs among multiple financial professionals. We are always ready to coordinate with other professionals that address your needs.
