TYNDALE INVESTMENTS, LLC

Overview

Tyndale Investments, LLC is an independent registered investment adviser that serves both individuals and institutions, with a client focus on high-net-worth households and small business owners. The firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, and its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity centers on pooled public strategies—primarily mutual funds—supplemented by allocations to third‑party alternative managers via fund-of-funds structures. The firm does not position itself as an active ESG investor. Manager selection appears geared toward delegated equity and fixed income management through pooled vehicles rather than heavy direct-stock selection or concentrated proprietary strategies. Tyndale operates as a single independent RIA under individual ownership. It uses a custodial relationship with Charles Schwab & Co., Inc. for the bulk of client assets, indicating a standard third‑party custody model rather than an affiliate or broker‑dealer custody arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices