Why Choose Tealwood

A Strong Team

With Tealwood, you get an entire company focused on you and your success that stands ready to serve you. In addition to your dedicated trusted advisor, everyone on the team knows who you are and is eager to provide personalized service.

An Exceptional Client Experience

We have a unique commitment to our relationship with you and to providing a first-class experience. This includes offering events important to our clients that have educational, investment-related, or lifestyle themes.

A Better Conversation

Purpose-based investing grows out of understanding the purpose of your money. From sharing ideas and insights, to connecting you to additional resources, to bringing in your other financial professionals, we work shoulder-to-shoulder with you to see the whole picture and make a plan.

Investment Discipline

Our unique investment discipline is focused on being a value oriented, longer term strategic investor in companies with superior profitability and clean balance sheets. Our investment process incorporates:

  • Research and due diligence;
  • Investment criteria;
  • Portfolio management; and
  • Ongoing monitoring, evaluation, and risk management.

Staying in Touch

Our ongoing communication with you is not left to chance. In addition to customized reporting, we find that our most successful relationships utilize an individualized communications plan that includes scheduled calls and meetings. Connecting on a regular basis ensures we remain mutually up-to-date with matters that can impact your investment strategy – whether due to changes in your circumstances or market forces.