Why Tampa Asset Management, LLC

 


Independent, Objective Investment Advice

Our purpose is to help you achieve your financial goals. We believe we can help you the most by being independent of the sales agendas and expensive products of large financial companies.

We provide fee-only advice, and we do not receive commissions of any kind or promote products.


The Principles That Guide Our Business


Your interests and well-being should come first.

This means, simply, that we will guide you to investment decisions that we believe are in your best interest. This is what you deserve.


Our advice will be built on sound investment principles.

This includes having an appropriate asset allocation (mix of stocks, bonds, and cash) for your age, objectives, and temperament; being diversified within and between asset categories; and keeping costs low.


We will communicate openly and truthfully.

We will strive to be straightforward and clear in what we say. We welcome your questions about anything we recommend or do, and we will address them directly. Nothing will be disguised or hidden.


Every person deserves respect.

Among other things, this means listening to our clients (we’ve learned a lot that way). It also means not taking advantage of people. We believe it is a privilege to help the families and individuals we advise. Our primary objective has always been to do what is right, and to treat every person as we would like to be treated.



Wisdom Gained from Over 20 Years of Experience

Bob Garey has over two decades of experience advising families and individuals, guiding them through the pitfalls of up and down markets. He has helped people pursue their life goals through the 1987 crash, the decline after the Internet bubble, and the 2008 financial crisis, as well as the euphoric excesses in between. Bob’s experience with the highs and lows of the financial markets, as well as investor emotions, will help you navigate through the peaks and valleys of the future as you pursue your own goals. The value of experience is not just the memory of events, but the wisdom gained from it.


We welcome your inquiry, and promise not to pressure you if you ask for more information.  Choosing an investment advisor is a big decision.  We respect your right to explore what would be best for you. Contact Us >>


 

Bob Garey

Bob Garey

- CEO & Investment Advisor
meet Bob Garey >>

Betty Moys

Betty Moys

- Client Services Manager
meet Betty Moys >>
Sam Hestorff

Sam Hestorff

- Client Services Manager
meet Sam Hestorff >>

Bob Garey

Bob Garey

has twenty-four years of experience providing investment advice to families and individuals. He began his career in 1984 as a Financial Consultant at Shearson/American Express, and in 1992 joined Smith Barney, where he served as Senior Vice President and a Senior Portfolio Manager. A member of the firm’s President’s Council since 1994, he was awarded the title of Senior Consulting Group Associate in recognition of his expertise and success in helping clients seeking professional money management. In 1999, he moved his financial practice to Wachovia Securities, and in 2008 he founded the independently owned, fee-only financial asset management firm of Tampa Asset Management, LLC.

Bob has a B.S. in mathematics and an M.A. and Ph.D. in political science from the University of South Carolina. After receiving his doctorate, he was a research associate at Oak Ridge Associated Universities in Tennessee. Prior to his graduate studies, Bob was a pilot and captain in the U.S. Marine Corps. He and his wife, Terri, have three children, are active in the South Tampa community, and are members of Logos Dei Community Church.

Bob specializes in personally managing client portfolios, providing a level of service that has traditionally been reserved for large institutional clients. Not only does he design and implement individual investment plans for his clients, he thereafter monitors their performance on an ongoing basis.
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Important Disclosures