# Tax & Investment Advisors

Tax & Investment Advisors is a Multi Family Office based in Newburyport, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newburyport, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Assets under management:** $100M – $500M (Altss estimate)
- **Website:** tiaaonline.com
- **LinkedIn:** https://www.linkedin.com/company/robert-guy-66023b1b0

## Regulatory record

- **CRD number:** 327402
- **SEC file number:** 801-136330
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327402

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Bradley J. Thompson — President & CEO

## 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.

## Related profiles

- [Lindenwood Financial](https://altss.com/profile/lindenwood-financial-llc)
- [The Road Ahead Wealth Management](https://altss.com/profile/the-road-ahead-wealth-management-llc)

---

Last updated: 2026-07-06T01:24:26.591Z

Canonical page: https://altss.com/profile/tax-and-investment-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology