Tucker Asset Management LLC

Overview

Tucker Asset Management LLC is an independent registered investment adviser that markets both wealth management and institutional advisory services. The firm is SEC-registered (initial registration year 2016) and describes itself as a capital allocator that combines in-house portfolio management and financial planning with the selection of outside managers. Its client mix includes individual and family clients as well as institutional relationships. Fee arrangements listed include a percentage-of-assets model and hourly billing. Tucker indicates it is not an active ESG investor. Advisory activities highlighted on the firm’s materials include financial planning, portfolio management for individuals and small businesses, and manager selection — the latter consistent with its role allocating to third-party alternative managers. The firm also lists industry affiliations with accounting and insurance firms.

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Location & Offices