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Manager Overview
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Tuttle Wealth Management, LLC (TWM) is an SEC Registered Investment Adviser that manages assets for high net worth individuals and institutions. TWM is also registered with the Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) and is a member of the National Futures Association (NFA).
Today's market environment calls for a more active approach than conventional buy and hold strategies. At TWM we take a dynamic approach to investing in an effort to profit regardless of what direction markets are going in.
Our mission is to provide a new paradigm for investment management by focusing on extreme diversification, prudent risk management, and cutting edge technology. Our investment programs offer investors a wide variety of investment solutions to suit various portfolios and investment strategies.
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Experience & Disclosure
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Firm CRD Number:
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123767 |
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Work Experience:
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Matthew Tuttle is a CERTIFIED FINANCIAL PLANNER™ Certificant and author of "How Harvard & Yale Beat the Market" and "Financial Secrets of my Wealthy Grandparents". He is also a partner in the Private Client Group, LLC, a multi-disciplinary wealth management firm with offices in New York, New Jersey, Connecticut, and California, where he heads the investment management area.
Matthew was awarded the Fairfield County 40 Under 40 Award given annually to 40 executives who demonstrate extraordinary leadership qualities, an ongoing commitment to professional development, and have made outstanding accomplishments in their fields.
Television Personality
Matthew is a frequent guest on Fox Business News, BusinessWeek TV and Channel 12 News. He has been interviewed on CNBC, Fox News, and numerous times on CNNfn, appearing on the Your Money Show and Dolans Unscripted with Ken and Daria Dolan.
In The News
Matthew is a frequent contributor to Forbes.com, The Wall Street Journal, SmartMoney, CNBC.com, and Dow Jones Newswires. He has been quoted in Kiplinger's Personal Finance, Money Magazine, USA Today, Newsweek, The Washington Post, The Star Ledger, Bankrate.com, the Christian Science Monitor, InvestmentNews, Physicians Money Digest, and The Journal of Financial Planning. He has been profiled in the New York Times, Stamford Advocate and Greenwich Time. His articles have appeared in Accounting Today, CPA Wealth Provider, the New York CPA Journal, Pennsylvania CPA Journal, TAXPRO Journal, Employee Benefit Adviser, Physicians Money Digest, the Fairfield County Business Journal, the Stamford Senior Flyer, and a number of other publications nationwide.
Radio Personality
Matthew is frequently interviewed on radio stations across the country.
Renowned Speaker
Matthew is a sought after speaker on advanced investment and financial planning topics at investment, accounting, and industry meetings across the country. He has also taught Baruch College's Taxes on Tuesdays program for CPAs, and was President of the CPA/LAW Forum of New York City which provided continuing education to CPAs.
Author
Matthew has written two chapters for the Life Insurance Answer Book, the desk reference guide for Life Insurance Agents and has contributed to Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies, The CPA's Guide to Life Insurance, and The Wealth Management Manual.
Expert Witness
Matthew is sought after for his testimony as an expert witness in financial planning court cases.
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Academic Background:
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BA Economics From Clark University 1990, MBA Finance Boston University 1997 |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP |
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Number of Advisors in Office:
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6 |
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Advisor's Number of Clients:
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100 |
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Assets Managed by Advisor:
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30000000 |
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Compensation
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New Client Minimum Portfolio Size:
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100000 |
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Fee:
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1.5%-2% |
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Money Manager Articles
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