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TCM Wealth Advisors
TCM Wealth Advisors is an independent, fee-only financial planning and investment advisory firm. Its mission is to help clients achieve and maintain...
Overview
TCM Wealth Advisors is an independent, fee-only financial planning and investment advisory firm. Its mission is to help clients achieve and maintain financial independence so they may live a more balanced and rewarding life. The firm delivers personalized solutions through goal-based financial planning, forward-thinking risk managed portfolios, and fee-only fiduciary advice, and operates without broker-dealer or life insurance company affiliation.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Fairlawn
Corporate office
Akron, OH, United States
Principals
Thomas C. Mandel
President and Chief Investment Officer
Sector focus
Frequently asked questions
Does TCM participate in fund commitments or only direct deals?
TCM uses a hybrid approach. The firm makes direct investments in real estate and private credit, while also allocating capital to outside hedge fund and private equity managers. Mandel has described commitments to software-focused private equity funds as a complementary sleeve alongside the firm's direct origination work.
How does TCM Wealth Advisors source its direct real estate and credit deals?
Mandel has indicated that the firm relies on long-standing relationships with regional operators and boutique origination platforms to source deals, rather than competing in broadly marketed processes. The focus on secondary and tertiary US markets further narrows the competitive set on individual transactions.
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