Tanglewood Investment Management

tanglewood total wealth management

Tanglewood Investment Management is a registered investment advisory (RIA) firm providing wealth management and financial planning services to individuals, families, and institutions. While specific details might vary based on location and updates, a general overview can be provided.

Typically, Tanglewood operates under a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This is a key differentiator, as it prioritizes the client’s financial well-being over the firm’s own profits or potential commissions.

The firm’s investment approach generally focuses on long-term growth and capital preservation. This often involves constructing diversified portfolios using a mix of asset classes, such as stocks, bonds, and alternative investments. Many firms emphasize a disciplined, research-driven approach to investment selection, often employing fundamental analysis to identify undervalued securities and opportunities. They may also utilize various portfolio management techniques, including tactical asset allocation, to adjust portfolios based on market conditions and economic outlook.

Beyond investment management, Tanglewood usually offers a comprehensive suite of financial planning services. This can include retirement planning, estate planning, tax planning, education funding, and insurance analysis. The goal is to create a holistic financial plan that addresses all aspects of a client’s financial life. They work closely with clients to understand their financial goals, risk tolerance, and time horizon, and then develop a customized plan to help them achieve their objectives.

Client communication and relationship management are often key aspects of Tanglewood’s service model. They typically provide regular portfolio updates, performance reports, and market commentary to keep clients informed. They also encourage ongoing communication and are readily available to answer questions and address concerns. The firm emphasizes building long-term relationships with their clients based on trust, transparency, and personalized service.

Fees are typically structured as a percentage of assets under management (AUM), which means that the firm’s compensation is directly tied to the performance of the client’s portfolio. This aligns the firm’s interests with those of its clients. Some firms may also offer fee-based financial planning services, where clients pay a flat fee or hourly rate for financial planning advice.

Tanglewood, like other investment management firms, may have minimum investment requirements for certain services or portfolios. These requirements can vary depending on the firm’s size, client base, and investment strategy. Potential clients should inquire about these requirements during their initial consultation.

In summary, Tanglewood Investment Management aims to provide comprehensive wealth management and financial planning services based on a fiduciary standard, a long-term investment approach, and a commitment to client communication and personalized service.