You have goals for the future and count on your investment portfolio to help you reach them. But with the volatility in the financial markets and an ever-growing array of investment choices, you may ask yourself “Where do I begin?” or “Is my money in the right kind of investments?”
At Ficadenti Tandon Asset Management, Inc. our clients have a clear vision for their financial future. What they lack is the time, expertise, or inclination to manage their investment portfolios on their own.
Based in Northern Virginia, we provide our clients confidence in the road ahead. A fee-only registered investment advisory firm, we specialize in retirement investment management with solutions for individuals, families, businesses, foundations, and trusts.
At Ficadenti Tandon, you can count on more. We are a boutique investment management firm that offers highly personalized investment services. You won’t find a cookie-cutter approach to asset management here. The foundation of our work is a portfolio allocation that aligns with a client’s tolerance for risk and time horizon. But what sets us apart is our ability to go beyond traditional asset allocations used by other advisors. The benefit to our clients is additional portfolio diversification, which minimizes investment risk while offering unique opportunities for additional return.
With financial success comes increased responsibilities and complexity. At Ficadenti Tandon, we provide a holistic approach to managing your assets. Taking into account all aspect of your financial life, we can recommend strategies that address income and estate taxes, providing income for retirement, daily expense management, and business counseling. Because client’s unique financial needs and goals change over time, we regularly reexamine the short-term and long-term goals to change tax strategies and investment decisions as needed.
If confidence in the road ahead is what you seek, contact us today for a complimentary consultation.