Tucker Crane Group investment philosophy

The majority of the Tucker Crane Group’s clients have customized diversified portfolios.  The portfolios are actively managed and positioned to align with specific investment objectives and risk profile.  The accounts may own positions across a broad cross-section of investment types, including money market funds, short- and long-term U.S. Government securities, corporate bonds, first mortgage public utility bonds, tax-free municipal bonds, preferred stocks, master limited partnerships, real estate investment trusts, closed-end funds, mutual funds, ETF’s and common stocks.  The amount of money invested in each area will vary depending upon the specific objectives of the client, and economic conditions and expectations.  Any investment recommendations will be accompanied by statistical material supporting the recommendation.

Disclosures

David Tucker, NMLS # 1540166, Mike Isola, NMLS # 1745920, and David Tucker, NMLS # 2711049 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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