Tandem Investment Advisors

Tandem Investment Advisors, Inc. is a portfolio management company based in Charleston, SC, specializing in low volatility capital appreciation equity strategies. Since our inception in 1990, we have been dedicated to providing long-only U.S. equity strategies designed to outperform the market over a complete market cycle while delivering significantly less volatility of returns than the market. Our philosophy, process, and discipline are driven by our commitment to offer a more consistent, repeatable, and less volatile experience to our clients.

Our Philosophy

Our commonsense investment philosophy revolves around identifying companies with consistent fundamental growth, consistent dividend growth (if paid), a uniqueness or competitive advantage, and consistent and deep management. We believe that by focusing on these four key attributes, we can deliver a more consistent and less volatile investment experience.

Our Process

Our investment process is based on math and follows a 3-step process. First, we perform a quantitative analysis using our proprietary ratio computation across a 3,000+ stock universe. This step helps us identify stocks that are unsustainably undervalued. Next, we conduct a semi-quantitative review of our quantitative findings to ensure the accuracy of the data. Finally, our investment team implements the results, and we take action based on the five possible actions used in our proprietary ratio-driven strategy.

Our Discipline

As a long-only manager, we can take only five actions - buy, add, hold, trim, and liquidate. These actions are driven by our proprietary ratio and mean reversion methodologies. With this approach, we seek to deliver a more consistent, repeatable, and less volatile investment experience, marked by low volatility and low downside capture. We are also willing to hold cash when few buy opportunities present themselves and buy stocks when they ought to be bought - not just because we sold something.

Our Team

At Tandem, we are proud of our advisor-focused and service-centric team. Our team includes experienced professionals committed to creating a consistent, repeatable, and expected experience for advisors and their clients.

• Alex Robinette, CFP, CIMA: Managing Director, Distribution. Alex oversees advisor relations and education for both new and existing Tandem partners.
• Allison Cianci: Managing Director, Client Services. Allison oversees Tandem's operations and administrative functions and is a mom of two young children.
• Ariel Davis: Managing Director, Communications. Ariel supports our communication and marketing efforts for our financial advisor partners.

Our History

Since 1990, we have been a part of many pivotal moments in financial market history. From launching our Large Cap Core Strategy in 1991 to surpassing $3 billion in assets under management (AUM) in 2023, we are proud of our consistent growth and unwavering commitment to delivering a more consistent and low-volatility investment experience.

In conclusion, Tandem Investment Advisors, Inc. is a company that prides itself on its commonsense investment philosophy, disciplined approach to portfolio management, and a dedicated team of investment professionals committed to delivering a more consistent, repeatable, and expected investment experience for our clients.