Taconic Advisors

Overview

Taconic Advisors is an independent, SEC-registered RIA that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Taconic operates under a fixed-fee model and does not identify as an active ESG investor. The adviser was registered with the SEC in 2022 and is structured as a corporation owned by an individual. Its stated role as a capital allocator and its practice of selecting other advisers indicate a willingness to use third-party managers where appropriate rather than relying solely on in-house strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices