Josh Asher Email & Phone Number

Orlando, Fl

TAM Portfolios, LLC is a wholly owned subsidiary of Tesseract Asset Management, LLC and offers its tactical core products to investors, primarily through Exchange Traded Fund (ETF) separately managed accounts. From asset management, to client service, to our deliverables, we focus on risk and simplicity. Our design is to provide tactical core products in the Growth, Income & Growth and Alternative (L/S) space without the implementation of derivatives or leverage. With our products based on long-term, reliable, tested theories and quantitative fusion analysis (technical, fundamental, behavioral finance), we alleviate the majority of the money management industry’s shortcomings – subjectivity. In a continued effort to provide communication and transparency to our investors, we provide many deliverables in the form of weekly newsletters, monthly webinars (both portfolio and market specific), customized monthly reporting focused on portfolio structure/risk and individual Trade Rationale Reports (TRRs) explaining why shifts in the portfolio occur. We also offer ‘one-off’ risk-customized portfolios based on our distinctive quantitative metrics for clientele wishing to modify their own risk profile. ($25M minimum)

Orlando, Florida Area

Build consultative relationships with top RIAs and key centers of influence in the retail RIA and institutional distribution channels.Build/implement digital marketing strategies specific to the investment businessWork with marketing/sales staff to increase communication for greater efficiency, increased revenues, and shortened sales cycles.Generate, maintain and maximize advisor and channel relationshipsWork closely with sales associates to implement a territory plan, prospect and maintain existing channel/firm relationships.Develop and implement fundraising plansEstablish online/offline marketing channels to help increase brand awareness and product demand.

Orlando, Florida