Your priorities & values come first.
THE CLIENT EXPERIENCE
Our team leads with listening, taking the time to understand what matters to you.
We strive to deliver the excellent service, thorough investment analysis, and flexible, conflict-free counsel our investors deserve. Tamarack’s relationships are based on trust, which we look forward to building over time, with the care and communication only a small firm can provide.
Guiding Client Relationships
OUR CORE PRINCIPLES
Prioritize client interests
Provide thorough & effective investment analysis
Initiate frequent, personalized investment conversations to offer the best possible guidance
Clearly communicate market conditions, our assessment & analysis, and proactive options
Create a value proposition relative to traditional firms
INVESTORS DESERVE TO KNOW THE FEES THEY ARE PAYING, IN PLAIN LANGUAGE, WITH NO SURPRISES.
At Tamarack, our team will provide a straightforward explanation of your fee for assets under management at the beginning of our relationship and present you with clear, simple invoices quarterly, showing how we earn our compensation. Since we construct investment portfolios principally with individual securities, and trading platforms are defaulting to a zero-commission environment, there are virtually no other fees involved. Occasionally, we will supplement individual securities with a low-cost mutual fund or ETF, and if so, we will explain the cost and purpose of these to you clearly and simply.
As a Fiduciary, Tamarack is required by law to put your interests before our own. In keeping with this premise, we do not benefit from individual transactions or commitments to specific funds. We receive no additional compensation from third parties, do not share in any fees or marketing relationships, and have no obligations to use particular investments. Most of our competitors cannot say the same.
Have you heard or been confused by any of these terms: Loads, back-end sales charges, wrap fees, separately managed accounts, 12b-1 fees, or redemption fees? We participate in none of these; however, we would be happy to explain them to you if you wish, so we can clearly articulate our value proposition.