Wealth is not determined by investment performance, but by investor behavior.
To Us, You’re Worth More Than Your Wealth
As fiduciaries, our promise is pretty simple. We put you, your needs and your best interest first, always. No matter your income level, net worth, age or portfolio size. As a small, independent firm, we're proud to place an emphasis on the relationships we develop, rather than the size of any account.
About Our Fiduciary Approach
We adhere to a strict fiduciary standard, meaning we are always obligated to put your interests ahead of our own. Our fee-only structure allows us to focus on putting your needs first, rather than worrying about what products or services to sell.
Total Fee Transparency
No Commissions or Referral Fees
Unbiased, Independent Solutions
At Tapparo Capital Management, We Make This Pledge to You
We will always put the client's best interest first - ahead of our own and that of our firm and its employees.
When selecting investments, we will act as the client's agent, seeking the best investments at the best prices at all times.
While neither we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence, and good judgment.
We will provide full and fair disclosure of all important facts, including all fees that we pay to others on your behalf.
We will fully disclose and fairly manage, in the client's favor, unavoidable conflicts.