Tacoma Investment Group

Overview

Tacoma Investment Group is a small, fee-based advisory firm that manages discretionary portfolios primarily for individuals, families and small businesses. The firm favors liquid, exchange-traded implementations and lists equities as its primary allocation preference. Its advisory services center on portfolio management for individual and business clients rather than institutional or pension consulting work. Fee arrangements are percentage-of-assets, which aligns incentives toward asset growth and ongoing management. The firm’s practice leans toward straightforward, liquid exposures—exchange-traded equities and mutual funds are core building blocks—rather than extensive use of private or illiquid vehicles. Tacoma Investment Group is not positioned as an ESG-focused manager and does not market itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices