At Tampa Asset Management, our purpose is to help you achieve your financial goals by guiding you to investment decisions that we believe are in your best interest, and yours alone.

We do that by being independent of the sales agendas and expensive products of large financial companies. Unlike brokers and insurance agents, we have a fiduciary responsibility to act only in your best interest.

We provide fee-only advice, which means that we charge a low fee for advice and management, and do not charge any commissions of any kind or promote financial products.

Charles Schwab & Co., Inc. has been selected as the primary custodian for our clients. They hold the accounts, we manage the portfolios. Other low-cost custodians are also available.


Download a copy of our complete ADV Disclosure Brochure.

home | retirement planning | investment planning | our services | who we can help | about us | meet our staff | investment principles | financial news | blog | Contact us