The Substance is Service

Caring about people only counts when it takes tangible form.

As your RIA, our care starts in our role as your back office partners. This means being the bridge between you and the public market custodians. It means being your onboarding team and making sure your clients' accounts are set up flawlessly and efficiently. It means everything is done right and in compliance with an ever-changing regulatory environment. It means equipping you to be the most trustworthy advisor your clients will ever find.

Many RIAs stop there, technically, that's the job
But for us, that's only the beginning

Our Services

Advisory Training
Series 65 licensure courses
Digital Marketing
Email marketing
Seminar Marketing

Lead Generation and CRM
Creative Design
Radio
Referral Marketing
Client Care and Appreciation

Learn more

Steady-Handed Innovation

We don't just give you access to the custodians and throw you the keys. We are constantly developing, trialing, and offering to you tailored investment strategies that provide the best balance of downside protection and upside capture.

Our proprietary models are mathematically driven and are built on historical data and trends of trading activity. Because of that, these models identify when markets are likely to increase or decrease and identify appropriate entry and exit points. In short, our models are designed to perform well during a bull market and also have built-in tactical triggers to safeguard those gains during a bear market.

Tailor-Made Offerings

No two advisors have the same range of needs and each of your clients in turn brings unique situations. One of our favorite parts of the job is working closely with you to develop solutions that fit the needs of your practice and of your clients. This starts with a personally tailored scope of our contract with you. This then continues week in and week out, with ongoing calls and conversations about the particular needs of each of your clients, enabling you to pass on that same personalized care to them.

This is where you'll feel the genuine partnership, as if we were just down the hall, only a phone call away.

Business Development and Training

This is the heart of what we offer our advisors. A financial advisory business stands or falls on getting in front of the right clients, earning their trust, and selling your services to them. For over 35 years we've been developing and honing strategies for doing just this. When you become an asset manager with Tucker you gain access to a world of resources to get your business on the move.

Through conferences and seminars, online libraries, and one-on-one coaching
we'll help you build your advisory skills and get you in front of the right kind of clients.

Our Services

Advisory Training

Most of us, when we start out, don’t know what we don’t know. The same applies when we hit a growth ceiling. Our heartbeat is to be out in front, bearing the cost of trial and error so we can come back and guide our advisors efficiently away from the pitfalls and toward the opportunities of being an advisor.
Series 65 licensure courses

With a history in insurance, many of our advisors lacked the necessary credentials to begin managing their client’s assets. We are happy to provide opportunities to make this training as straightforward and effective as possible.
Digital Marketing

Tucker’s roster of digital services offerings covers the gamut of organic and paid strategies required for advisors to get online and compete in their market. Tucker also offers free consultations to advisors on strategies that best suit their scale and practices.
Email marketing

Stay in touch with your database with personalized messages that will nurture prospects and convert them to clients. Create your own custom campaigns or use approved newsletters to drip on your contacts.
Seminar Marketing

Seminars are a powerful tool in the advisor’s marketing toolkit. At Tucker, we provide seminar marketing materials and coaches to take your presentation from an invitation to an opportunity that can’t be missed.
Lead Generation and Client Relationship Management (CRM)

We guide and instruct advisors on how to best manage the details of each person in their network, from existing clients to prospects. Good organization of your relationships can be the key factor in your ability to grow and maintain your client base.
Creative Design

Whether you need a custom website or logo design, Tucker Asset Management’s marketing team has you covered. Let your digital and print materials communicate trust to your clients today!
Radio

Studies show that radio remains one of the most power mediums in the U.S., reaching 90 percent of adults every week. Use Tucker’s comprehensive plug-and-play radio system to generate a buzz around your practice.
Referral Marketing

Tucker Asset Management provides expertise to advisors on how to be respectful and fair in requesting client referrals. By exemplifying its belief in growing one relationship at a time, Tucker has learned to tap into great networks of people ready for your help.
Client Care and Appreciation

It costs 5x as much to attract a new client as it does to keep an existing one. But beyond cost, a stable client base is the ultimate signal of your ability to serve them as an advisor. How you show them gratitude is crucial to longevity. Most people choose to change advisors because they feel “ignored”.