Tarpon Capital Management

Tarpon Capital Management (TCM) is a Registered Investment Advisor located in Macon, Georgia.  Our firm provides personal financial planning and asset management for individuals and families on a fee-only basis. This means we do not sell financial products or earn brokerage commissions.  Unfortunately, as we have seen too often in the current economic climate, many financial services companies have inherent conflicts of interest which benefit their executives and sales people, but may harm their clients.  Our only source of revenue is from the fees we charge. There are no commissions nor incentives for specific products. We avoid conflict of interest.

We have structured our firm to ensure our focus is on your success. We serve as fiduciary for our clients, meaning we are legally obligated to place your interest first and provide financial advice designed to meet your goals. We are your advocates. We watch your portfolio for you. We provide the information and assistance to help you define your goals and help you understand how our investment process may fit well with your life.

We approach the market as a global macro manager. This means we take an active approach to allocating capital. We use many asset classes to diversify portfolios and capture return. We customize portfolios and include a broad range of exchange-listed, liquid assets. We typically employ No-Load Mutual Funds, Index funds, Exchange Traded Funds (ETFs), Stocks, Bonds, and CD’s to implement our strategy. We look to allocate positions globally because this adds to our process of risk management with non-correlated investments.