Tucker Group investment philosophy
The majority of the Tucker 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.