We Are TAMMA
TAMMA Capital LLC is a Registered Investment Advisor offering a range of personalized investment management services to individuals while providing accounting, finance, and business support to small & medium sized businesses. TAMMA is dedicated to being a responsible steward of our clients’ assets, and helping clients to achieve their investment and life style goals. At TAMMA, we Personalize Investing for Your Future.
Our name TAMMA, literally represents family. I have the unique gift of being the father of triplets plus another daughter, while having a beautiful and supportive wife. The first letter of each of their first names, results in TAMMA.
“Families” can be a single individual, a large multi-cultural unit or generations, or even simply a few close friends. We believe that strong families, no matter how they are defined, are engines of support and growth for all of us. The TAMMA family is here to help support your financial and lifestyle goals and to grow your investable assets.
How does TAMMA help clients reach a higher level of financial stability?
- Build customized portfolios for each client utilizing individual stocks and ETF’s. This provides a portfolio designed to the client’s specific risk profile and goals, with the added value of a lower cost structure versus using higher cost mutual funds as the main investment vehicle.
- Manage all the aspects of our clients’ investable assets such as equities, bonds, cash portfolios, 401k (or 403b plan for nonprofits), IRA’s and 529 college savings plans.
- Offer a client centric focus which is what a client should expect and deserve from their investment advisor. Our consistent and personalized support helps to educate and empower clients regarding the management of their assets, and the development of their wealth management plans.
- Financial experience and expertise to help small & medium sized businesses understand and improve their bottom line in support of their operational and strategic goals. Importantly, separating business assets from personal assets which help to safeguard wealth management plans.
It takes time, focus, and knowledge to manage investment assets. TAMMA helps our clients with this critical life task in order develop and achieve their financial and lifestyle goals.
Paul Fenner, President and founder, has over 15 years of asset and financial management experience. Paul holds a BA from Adrian College, an MBA from The University of Findlay, is a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), and a Registered Investment Advisor (RIA).
Direct Telephone: 248-860-2279