OUR FIRM

 

Mature investors looking for a better way to invest and preserve their principal won't be disapppointed with the services of Ficadenti Tandon Asset Management, Inc.

How is FTAM Different?

Have you ever felt that your commission-based stockbroker was calling to get you to buy or sell a stock mainly to make a commission? Worse, have you ever seen transactions on your statement that you did not authorize?  For an explanation of the differences between a stockbroker and FTAM (fee only, registered investment advisor) click here.

Ficadenti Tandon Asset Management, Inc. does not receive commissions. Portfolios are constructed and managed on a fee basis so FTAM has no motivation to make unnecessary trades in your account.

FTAM is not a stockbroker. FTAM is a Registered Investment Advisor providing a disiplined method of managing investment portfolios.

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What About Safety?

All accounts are held at TD Ameritrade, one of the largest discount brokers in the United States. Equity trades cost only $10.99.

Unless you choose to work with FTAM on an hourly basis ($175 an hour for advice), you never make a deposit payable to FTAM. Your deposit is always made payable to TD Ameritrade. We never take custody of your funds and your funds are never co-mingled with FTAMs.

What Does FTAM Offer That Other Investment Advisors Do Not?

FTAM specializes in providing personalized retirement plans and investment management for businesses and mature individual investors. 

 

 

* Helps you clarify and define your goals
* Recommends solutions that fit your personal needs
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Delivers timely information
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Explains how changing financial conditions affect you
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Monitors your financial progress

* Makes investment planning easier


Learn more about FTAM's qualifications.

 

FTAM does not pretend to know everything. FTAM does, however, know more about the financial risks and opportunities of retirees than any firm we know of.  FTAM: