Your goals drive decisions.
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.