Tandem Investment Advisors Inc

John Carew is a financial advisor at Tandem Investment Advisors Inc with 35 years of industry experience. He has been with Tandem Investment Advisors since 1990 and holds Series 63 and Series 65 licenses. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process to limit volatility and typically manages portfolios consisting of 25–45 securities, serving nearly 10,000 client relationships with a relatively small investment team.

Benjamin Carew is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Tandem Investment Advisors Inc since 2015. Prior to this, he worked in the education sector from 2013 to 2016. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for institutional and individual clients, including retirement plans, corporations, banks, endowments, and registered investment companies. The firm uses a proprietary semi-quantitative process targeting companies with consistent earnings, dividend growth, competitive advantages, and experienced management, managing over $3.3 billion across nearly 10,000 client relationships.

Jeremy Cox is a financial advisor at Tandem Investment Advisors Inc with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. He has been with Tandem Investment Advisors since 2024. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse group of institutional and individual clients. The firm uses a proprietary semi-quantitative process targeting companies with consistent earnings, dividend growth, and competitive advantages, managing over $3.3 billion with a small team while serving nearly 10,000 client relationships.

Alex Robinette is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with Tandem Investment Advisors Inc in Charleston, SC. Prior to joining Tandem, he worked at Raymond James & Associates and Edward Jones, among other roles. Outside of his advisory work, he is also a real estate agent with Palm Paradise Realty Group. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios to a diverse client base, including individuals, retirement plans, corporations, and foundations. The firm employs a proprietary semi-quantitative process emphasizing companies with consistent earnings, dividend growth, and competitive advantages, managing over $3.3 billion with a relatively small team.

Natalia Mattar is a financial advisor at Tandem Investment Advisors Inc with a Series 65 designation and one year of industry experience. Her prior roles include positions at The Iron Rose and Overtime Athletics. She has also worked in educational settings, including the College of Charleston and Rutgers University. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to manage Large Cap Core, Equity, and Mid Cap Core strategies, typically holding 25–45 securities per portfolio.

Jordan Watson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Tandem Investment Advisors Inc since 2019, following a prior role at Cornerstone Wealth Advisory Group and four years at the College of Charleston. Tandem Investment Advisors provides discretionary portfolio management primarily focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm uses a proprietary semi-quantitative process to manage risk and targets companies with consistent earnings, dividend growth, and competitive advantages.

Charles Edwards is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Tandem Investment Advisors since 2024 and previously held roles at several firms including AE Wealth Management, Mobile Bay Financial Solutions, and Florida Financial Advisors. Prior to his financial services career, he spent over a decade in education at Saint James School. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse client base including individuals, retirement plans, corporations, banks, endowments, and foundations. The firm uses a proprietary semi-quantitative process to limit volatility and manages over $3.3 billion with a small team while supporting nearly 10,000 client relationships.

Mackenzie Ferrell is a Series 65-registered advisor at Tandem Investment Advisors Inc with one year of experience at the firm. Prior to joining Tandem, Ferrell held roles at Corten Real Estate Partners and Actalent. Tandem Investment Advisors provides discretionary portfolio management primarily for equity portfolios to a diverse range of clients including individuals, retirement plans, trusts, corporations, banks, and nonprofit entities. The firm employs a semi-quantitative, low-volatility equity investment approach with relatively concentrated portfolios and serves over 10,000 client relationships through a ten-person advisory team.

Ariel Davis is a financial advisor at Tandem Investment Advisors Inc with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Lakeview Capital Partners, among other firms. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse client base, including individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to target companies with consistent earnings and competitive advantages, managing over $3.3 billion with a small team while supporting nearly 10,000 client relationships.

William Little Jr. is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Tandem Investment Advisors Inc. since 2006. Tandem Investment Advisors manages discretionary equity portfolios for a diverse clientele that includes individuals, retirement plans, corporations, banks, endowments, foundations, and registered investment companies. The firm uses a proprietary semi-quantitative process to limit volatility by focusing on companies with consistent earnings, dividend growth, competitive advantages, and experienced management.

Elaine Natoli is a financial advisor at Tandem Investment Advisors Inc with a Series 65 designation and three years of industry experience. She has been with Tandem Investment Advisors since 2016 and previously worked at the College of Charleston from 2012 to 2016. Tandem Investment Advisors provides discretionary portfolio management focused on equity portfolios for a diverse range of clients, including individuals, retirement plans, corporations, and nonprofit organizations. The firm uses a proprietary semi-quantitative process to target companies with consistent earnings and dividend growth, managing over $3.3 billion with a small team while supporting nearly 10,000 client relationships.