Today's investment climate offers unprecedented opportunities. At Tuneberg Asset Management our mission for managing money is to help clients take advantage of those opportunities by first getting a clear understanding of their financial objectives. Subsequently, we propose a well-defined strategy to achieve those objectives and then follow through by providing ongoing advice and oversight. Tuneberg Asset Management helps with any necessary adjustments due to changes in such things as market conditions, strategy, risk tolerance, work situations, lifestyle, etc.
Our services cover vast areas of financial management, from investment and retirement planning, to asset allocation and risk management. Through our firms independent approach, we specialize in helping our clients develop a comprehensive and cohesive financial strategy that fits their unique needs. In doing so, our expertise helps enable them to meet both short and long-term objectives.
Due to the public's demand for more objective investment advice, more than one-half of baby boomers, and 6 out of 10 high net worth investors have indicated that they prefer to work with an independent advisor (The Spectrum Group: 2004 Affluent Investor Study). Tuneberg Asset Management is an independent private money mangement firm that does not have, nor push, proprietary products.
On our website you will see valuable information for evaluating your current position, as well as progressing towards various financial goals. We offer educational articles that outline financial concepts and highlight investment opportunities designed to help fill any gaps in your strategy. You will also find calculators to help you assess your current and future needs. In addition, clients are able to access their accounts being held through our clearing firm, Pershing LLC. Please remember to visit our Web site often as our content is constantly changing.