Tucker Group Investment Philosophy
The majority of the Tucker Group’s clients have customized diversified portfolios of individual security issues. The portfolios are actively managed and positioned to meet specific objectives and risk profile. The accounts will own a broad cross-section of 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, and selected high-grade industrial common stocks including public utility common stocks. The amount of money invested in each of the above and other areas will vary depending upon the specific objectives of the client, and economic conditions and expectations. Any recommendations they make can be in writing accompanied by statistical material supporting the recommendation.