At Tucker Asset Management, we understand you are dealing with people’s financial wellbeing. Our goal is to create lasting relationships faithfully built on integrity and trust, where doing right by people is our guidepost. We lead by example, and aim to set standards of excellence through every tool, training, and touchpoint. At Tucker Asset Management, we are committed to building relationships that grow and transcend business. With God and integrity as our foundation we grow one relationship at a time.
Tucker Asset Management (TAM) is a client-centric, hands-on, registered investment advisory firm that allows advisors to choose from proven, specialized financial models. We address each client’s unique investment goals, while providing exceptional back office support for streamlining your operations and increasing efficiency in your business.
Our Service and Operations Teams will each serve as an ongoing resource for our advisors and their staff. All TAM advisors will work with a dedicated Busines Developer who is responsible for understanding your business needs. We provide digital marketing, advanced technology solutions, service support, and training in order to allow the TAM advisor to focus on their client interactions, and grow their business.
What is your goal this year? How many prospects do you need to see to reach that goal?
Whether you prefer seminars, radio, digital, or referrals find the marketing focus of your choice with Tucker. Supplement your seminars with multiple marketing platforms and you will not only position yourself in front of more prospects, but also build your credibility and close more sales.
Our top priority is to provide unsurpassed customer service to our IARs. To help deliver this service, we have developed the TAM Support Portal. In addition to delivering the utmost customer service, our Support Portal aims to assist advisors by streamlining their office workflow.
We provide a robust money management platform comprised of well-diversified, rules-based portfolios. We offer separately handled accounts powered by money managers (sub-advisors), who pursue a complementary risk-managed philosophy. This broad selection allows for effective long-term strategies customized to each investor’s specific risk/reward profile.
Form CRS (Client Relationship Summary)