TPM™ stands for Total Portfolio Management, a proprietary investment and financial planning tool that reflects the holistic approach we apply to our clients’ financial lives and the rigor of our analysis. It is an innovative advancement in the field of portfolio construction, grown out of our commitment to move the profession forward and our ties to academia. Rather than designing a portfolio in isolation, we use TPM™ to take into account all your assets and liabilities, including future earnings and spending requirements. We believe this method can help reduce risk and optimize investment returns for you.