Tandem Investment Partners provides financial advisory, planning and investment management services to individuals, families, trusts, and businesses with $400,000 or more in investable assets. Self-described as a rapidly growing independent wealth advisor.

Tandem Investment Partners

Phoenix Partners is a private equity group focused on acquiring controlling interests in traditional and mid market businesses. It partners with founders, founding families, and management to grow businesses.

Phoenix Partners

Tandem Investment Advisors, Inc. | 1,077 followers on LinkedIn. Willing to be Different | Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies. 

To learn more about us, please visit our website or consult your financial advisor.
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Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

All posts are for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security.

Director Of Client Services at Tandem Investment Advisors, Inc.

Allison Cianci

Co-Chief Investment Officer at Tandem Investment Advisors, Inc.

Ben Carew, CFA

Managing Director, Investments at Tandem Investment Advisors

Jordan Watson, CFA, CMT

Chief Compliance Officer

Nicole Hoffman

Tandem Investment Advisors, Inc.

With the election now behind us, we evaluate where we are and where we go from here. With recent rumblings of a flat index projected for the next decade, we remind the listener the importance of owning good individual businesses. If you own individual companies with a proven ability to consistently grow their earnings, sales, cash flow and dividends (if paid), it matters far less what the index will do. Remember, just because the index could be flat, doesn’t mean that everything in it will be. Listen here: https://lnkd.in/gVN9qus Featuring: John Carew , William "Billy" Little, Jr., CFA , Ben Carew, CFA , and Jordan Watson, CFA, CMT _______ #tandemadvisors #tandemtalk

We hope to see you at the Raymond James 2024 AMS Manager Showcase in Clearwater Beach, FL! Founder & Chief Executive Officer John Carew and Co-Chief Investment Officer Ben Carew, CFA will present “Through the Lens of Tandem – A Conversation About Markets, Investing, and Investor Behavior”. Missing the event? Visit our website www.tandemadvisors.com to get in touch! #tandemadvisors #raymondjames #conference

In this edition of Notes from the Trading Desk, Managing Director, Jordan Watson, CFA, CMT recaps the recent rally in U.S. stocks to fresh highs following the presidential election and a subsequent flush in equity and fixed income volatility. Jordan discusses Q3 2024 earnings results and recent action from the Federal Reserve, as well as the odds for an interest rate cut in December. Later in the piece, Jordan reviews recent portfolio news and highlights a handful of core holdings that recently announced dividend increases. https://lnkd.in/emt3QNmg #tandemadvisors #notesfromthetradingdesk #stockmarket

In this edition of Observations, Co-Chief Investment Officer, William "Billy" Little, Jr., CFA comments that U.S. equity markets experienced modest declines in October due to rising Treasury yields and valuation concerns. At the same time, several of our core holdings have reported solid Q3 results, allowing several of them to reward shareholders with notable dividend increases. https://lnkd.in/eV3JeT-Q #tandemadvisors #observations #stockmarket

Meet Jeremy Cox ! Born and raised in southwest Virginia (Hokie country!), Jeremy joined Tandem as Chief Distribution Officer in March 2024. At Tandem, Jeremy is responsible for setting the strategic direction for the distribution of Tandem's relatable, common-sense approach to investing. Jeremy graduated from Virginia Tech and spent the first 22 years of his financial services career with BB&T Scott & Stringfellow and its successor company, Truist. When he’s not in the office, Jeremy enjoys exercising, watching college football and Premier League soccer, and supporting the academic and athletic pursuits of his daughter and son. _______ #tandemadvisors #employeespotlight

Meet Nicole Hoffman ! Nicki was born, raised and still resides in Downingtown, Pennsylvania. Nicki joined Tandem as Chief Compliance Officer in July 2023. Nicki is responsible for ensuring the Firm complies with regulatory requirements and internal policies. She develops and implements the Firm’s compliance program and provides guidance to departments regarding compliance issues. Nicki graduated from West Chester University in 2002 and spent the first 21 years of her career with Truist Advisory Services, or a predecessor Firm. Outside of the office, Nicki enjoys exercising, traveling and most of all being a mom to her two sons, Shaefer and Walker. _______ #tandemadvisors #employeespotlight

In this edition of The TANDEM Report, Co-Chief Investment Officer, Ben Carew, CFA discusses the many uncertainties in the investment landscape and how volatility in the marketplace can lead to emotional decision making. Read or listen here: https://lnkd.in/et5f2BzP #tandemadvisors #thetandemreport #stockmarket

Meet Alex Robinette, CFP®, CIMA® ! Originally from Baltimore, MD, Alex joined Tandem in 2023. His duties include advisor relations and education for new and existing Tandem partners. Alex is a graduate of Penn State University , earning a Bachelor of Arts in Business Communications with a Minor in Theatre. When he is not working, Alex enjoys playing golf, watching Penn State and Pittsburgh Steelers football, and traveling - most recently to Paris, Rome, and Positano! _______ #tandemadvisors #employeespotlight

In this edition of Notes from the Trading Desk, Managing Director, Jordan Watson, CFA, CMT discusses the continued strength in stocks despite a recent rise in Treasury yields. Jordan reviews the latest positive economic data on both the labor and inflation front, as well as market expectations for earnings as we head into the Q3 reporting season. Later the in piece, Jordan touches on Tandem’s transition speed and provides an update on recent results from BlackRock and Costco. Read or listen here: https://lnkd.in/esdXdMZy #tandemadvisors #notesfromthetradingdesk #stockmarket

In this edition of Observations, Co-Chief Investment Officer, William "Billy" Little, Jr., CFA comments on the continued advance of U.S. equities driven by the Federal Reserve’s larger than expected rate cut and resilient economic data. However, given the continued uncertainty, equity volatility remains elevated, leading to opportunities to add a new position across all strategies and to continue the liquidation process of a few other core holdings. Read or listen here: https://lnkd.in/e7zj9MXM #tandemadvisors #observations #stockmarket

Metric
Company Name	Tandem Investment Partners	Phoenix Partners
Symbol
MSH ID	COM:TANDEMINVESTMENT	CA:PHOENIX-PARTNERS
Market	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Investment Management
Country	US	CA
Stage
Employee Count
Website	tandeminvestment.com	phoenix-partners.ca/en
LinkedIn	tandem-investment-advisors-inc-	phoenix-partners---private-equity
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		1.61K
Web Traffic Growth		2.98
Valuation
Raised Capital

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Revenue (LTM)
Revenue (NTM)
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Net Income
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Revenue 2023
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Revenue 2025
Revenue 2026

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Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
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90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

TAND

COM:TANDEMINVESTMENT

Tandem Investment Partners

Company Overview

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