THE TIDES GROUP

Overview

The Tides Group operates as a sole proprietorship that provides portfolio management services to individuals and small businesses. The firm is owner-managed and follows a fee schedule that includes both an asset-based percentage and performance-linked fees, indicating arrangements that can reward outperformance in addition to AUM-based compensation. The adviser does not describe itself as an ESG investor and is not positioned as a multi-state or pension consultant. The firm's mandate appears relatively concentrated and conservative by mandate: filings and asset allocations show a clear tilt toward fixed-income holdings, with a notable allocation to U.S. government securities. At the same time, The Tides Group uses external managers for alternative strategies and supplements core holdings with pooled vehicles such as mutual funds.

Assets & Accounts

Investments & Alternatives