About TANGO CAPITAL MANAGEMENT, LLC (TCM)

TANGO CAPITAL MANAGEMENT, LLC (TCM) is a leading financial management firm that provides expert advice and services to its clients. With years of experience and a team of highly skilled financial experts, TCM offers personalized and comprehensive solutions to help clients reach their financial goals.

How does TCM help clients – Key Takeaways:

• TCM provides personalized financial planning and investment management services to help clients reach their financial goals.
• The firm focuses on creating and implementing customized investment strategies based on each client’s unique needs and risk tolerance.
• TCM offers a wide range of financial services, including retirement planning, tax planning, estate planning, and more.
• The firm takes a long-term approach to investing, focusing on building wealth over time rather than chasing short-term gains.

Facts and Insights:

Here are some key facts and insights about TCM:

• Assets Under Management: TCM manages over $500 million in assets for its clients.
• Number of Advisors: The firm has a team of 10 experienced financial advisors who work closely with clients to develop and implement personalized financial plans.
• Time in Business: TCM has been in business for over 15 years, providing expert financial management services to clients.

Financial Services Offered:

TCM offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered by the firm include:

• Retirement planning
• Investment management
• Tax planning
• Estate planning
• Education planning
• Insurance planning
• Wealth management

Client Types:

TCM works with a diverse group of clients, including individuals, families, and institutions. The firm tailors its services to meet the unique needs and goals of each client, regardless of their financial situation.

Fees & Compensation:

TCM is committed to transparency and prides itself on its fee-only compensation structure. The firm charges a percentage of assets under management for its advisory services and does not receive any commissions or kickbacks for recommending specific products or investments. This aligns the firm’s interests with those of its clients, ensuring that TCM always acts in their best interest.

Background:

Founded in 2005, TCM has established itself as a reputable and trusted financial management firm. The firm’s team of advisors has extensive experience and expertise in the financial industry, allowing them to provide top-notch services to clients. TCM is dedicated to helping clients achieve their financial goals and is committed to providing personalized and comprehensive solutions to meet their unique needs.

Financial Advisor Disclosures to Know:

As a financial expert, TCM discloses the following information:

• Compliance Statement: TCM adheres to all regulatory requirements and maintains a clean compliance record.
• Legal and Disciplinary Events: TCM has no history of legal or disciplinary events and takes all necessary precautions to ensure compliance with laws and regulations.
• Code of Ethics: TCM has a strict code of ethics that all employees must follow, ensuring that they act with integrity and always in the best interests of clients.