Tudor Advisors, headquartered in Miami, is a Registered Investment Advisor (RIA) in the State of Florida.
Our firm provides advisory services as well as highly-customized financial solutions reflecting your specific needs, goals and aspirations.
We facilitate meaningful discussions with you as the basis for crafting the most appropriate approach for you, your family, your business, and/or other beneficiaries. We also coordinate with your other “Trusted Advisors”, as appropriate, such as attorneys and CPAs to ensure that you benefit from your advisory team’s best thinking.
And, of course, we continuously and actively monitor progress toward your goals and revisit the strategy as your situation changes with time.
Our Custodian, Charles Schwab, is the industry leader and largest custodian of Registered Investment Advisor (RIA) assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Transparency
By facilitating an open and highly-interactive relationship throughout your journey, we demonstrate our understanding and commitment to helping achieve your most important personal and financial goals. Similarly, it should be evident that we, as a firm, are serving your best interests. As such, providing transparency is crucial for building trust and loyalty, which is at the heart of productive, long-term advisory relationships.
Simplicity
“The simpler we can keep things the more successful we will be, it's as simple as that!”
– Gordon Tredgold
While personal and financial affairs are often complex and unwieldy, well-curated solutions need not be overly complicated. As part of our commitment to truly understanding your unique and potentially-complex needs and goals, we take great pride in our teams’ ability to craft, simplify and deliver expert solutions with great empathy, objectivity and commitment to your success.
Professionalism & Ethics
In addition to all of the financial industry’s stringent rules, regulations and regulatory oversight, Tudor Advisors is truly committed the highest standards of professionalism and care in working for our clients. Our integrity is key to earning and retaining your trust and loyalty. It is our privilege to serve you throughout your journey.
Trusted Advisors Alliances
This process may require the support and expertise of other professionals such as attorneys, accountants, insurance specialists, among others who may add value in the process. We work closely with your team of “Trusted Advisors” or we can help establish your team, by recommending excellent professionals to suit your specific needs. By building your network of professionals you can feel more confident throughout your journey.
Fiduciary Duty
Fiduciary duty is a commitment to act in the best interests of another person or entity. Tudor Advisors as a company must put our clients’ interests ahead of our own. Being a fiduciary requires being bound both legally and ethically. This standard is superior to the basic suitability standard typically employed by broker/dealers and other non-fiduciaries.
Leading Custodian
A custodian is a financial institution that holds financial assets for safekeeping to minimize the risk of theft or loss. As an additional layer of security and oversight, it is also advisable for the custodian to be independent from the financial advisor. As such, Tudor Advisors has chosen Charles Schwab, the industry leader and largest custodian serving Registered Investment Advisors, to safeguard our clients’ financial assets.
