Investment Management
As a fiduciary, we have an obligation to ensure the appropriate products, services, and recommendations are chosen based on our clients’ best interest. We develop a personalized investment plan based on your individual risk tolerance, objectives, and financial needs. Our goal is to pursue investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management protocols.
Clients of Tamarack Trail have access to both Public Market and Private Market solutions. Because of the unique needs of the clients we serve, there is not a one size fits all solution. Our clients are provided with an open architecture platform that gives them access to a broad range of high-quality investment strategies.
Our Investment Management Process
The process always begins with listening to our clients. Once we understand our client’s current situation and gain perspective on their goals and ambitions, only then can we render thoughtful and useful advice.
Our Investment Process is:
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Disciplined: Our approach is disciplined in that it is repeatable and consistent.
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Data-Driven: We use current and historical data to formulate our investment approach, set planning outcomes, and adjust them as needed when the environment, the markets, and our clients' needs evolve.
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Diversified: Our clients have assets of all types. Whether its outside business interests, real estate holdings, traditional stock and bond investments, or alternatives, this diversified approach can help clients navigate periods of economic uncertainty.
There is no perfect solution that applies to everyone - which is why our process and approach is so important.
Portfolio Strategies Can Include:
Stocks
Private
Equity
Options
Strategies
Bonds
Venture
Capital
10b5-1
Plans
Mutual
Funds
Private
Credit
Structured Solutions
Exchange Traded Funds (ETFs)
Custom Indexing Strategies
Separately Managed Accounts (SMAs)
Please Contact Us For More Information. Thank You!
