At the heart, we're here to serve
We do it by being Genuine Partners who Impart Confidence
Serving
Not at Tucker
For us, serving means paying attention to what our advisors really need, listening to the actual problems they encounter, and then offering a wide range of solutions that make a difference in their lives and businesses.
Most importantly, serving means caring about people. Our care for people is the real reason we're here, doing it as an RIA is our arena of service. We're interested and invested in your growth which, in our book, means personally and professionally. Your success is the measure of our own.
Genuine Partnership
Providing legal compliance, back office support, and investment products is the baseline for an RIA, but does it have to stop there?
When we say back office support, we mean that we consider ourselves a part of your team. Our aim is for you to feel like we really are just in the back office, whenever you need us. We're invested in your success, pulling hard with you in the direction you are headed. Of course, that means compliance and access to the markets, but beyond that, it means you can pick up the phone any time to get advice on unique client situations or to sound out new ideas for your business.
In the background, we are constantly at work developing our offerings of training, investment strategies, sales and marketing programs, and more. We're confident in what we offer as it has helped countless advisors establish and grow their business.
Confidence
The heart of our service is imparting confidence
Confidence means knowing that your marketing strategies are getting you in front of the right kind of clients, the ones you can best serve. It means having investment options that provide unmatched asset protection while being open to capturing the most growth possible. It means knowing you'll have advice and offerings that will fit the needs of practically any client you sit down with.
We've been in the financial advising arena for decades. We know what works and we know how to grow your business. Our rich range of offerings has everything you'll need to get your business moving with confidence.
How did we get here?
Tucker Asset Management is just one of many branches of the fruitful career of Karlan Tucker. He started as an entrepreneur like so many advisors do, figuring out by trial and error what worked. After quickly establishing himself as one of the top life insurance and annuity professionals in the nation, he has spent the past three decades inspiring and equipping advisors to go out and do the same.
Becoming a Registered Investment Advisory Firm was a natural next step in serving our advisors by allowing them to take assets under management and equipping them to give their clients access to the public markets.