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Tax & Investment Advisors
TAX & INVESTMENT ADVISORS is an SEC-registered investment adviser in NEWBURYPORT, MA. The firm manages $102 million in regulatory assets. It has 3 employees...
Tax & Investment Advisors
TAX & INVESTMENT ADVISORS is an SEC-registered investment adviser in NEWBURYPORT, MA. The firm manages $102 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Newburyport
Corporate office
Nashville, TN, United States
Principals
Bradley J. Thompson
President & CEO
Sector focus
Frequently asked questions
How does Tax & Investment Advisors integrate tax planning with investment management?
The firm treats the tax code as the primary constraint, not an afterthought. Portfolio construction begins with marginal rate analysis, gain-harvesting calendars, and estate liquidity projections. Investments are then selected to fit the tax scenario — a reversal of the conventional sequence where tax planning follows allocation decisions.
What geographic markets does the firm target for direct real estate investments?
The firm concentrates on secondary markets in Tennessee and Georgia. Typical acquisition targets include medical office buildings, industrial properties, and multifamily assets in cities outside the primary Nashville and Atlanta cores — markets where cap rates offer yield premiums over gateway cities and where local knowledge creates an information edge.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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