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Your goals drive decisions.
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OUR PROCESS
As an independent firm, we design individualized portfolios to meet each unique client’s objectives while managing tax implications and optimizing long-term results.
To accomplish this, we focus on researching and building customized investment portfolios emphasizing individual securities to foster cost-efficiency, transparency, diversification, and capital appreciation.
Our size and independent structure make Tamarack agile in decision-making to capitalize on opportunities as they arise while maintaining a long-term focus. Additionally, we act as a Fiduciary and, at all times, place our client interests ahead of our own.
Managing Your Investment Portfolios
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OUR CORE PRINCIPLES
Understand investor goals & objectives
Be forward-looking, innovative & proactive in portfolio construction
Add value relative to traditional buy & hold
Clear, open, transparent communication & reporting
Cost & tax-efficient investing
Leverage best technology for client interface, trading, & communication
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