Smart deals start with the right connections.
Access 800+ qualified LPs through CQ’s Investor Database.
Tufton Capital Management, LLC
Institutional Wealth Manager
Independently owned wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. Provides customized investment solutions with a value-oriented approach. Acts as a fiduciary with fee-only services ensuring unbiased investment advice.
Overview and Management
Establishment Year
1995
Mission
To help preserve, protect, and grow wealth for future generations through a value-oriented investment approach. Believes in acquiring assets worth a dollar for fifty cents with a 'margin of safety'.
Values
Integrity, transparency, client-focused approach, and long-term growth.
Investment Roles
Direct Investor
Participant Demographics
Serves high-net-worth individuals, families, corporations, endowments, foundations, pension plans, and associations.
Generational Wealth Planning
Focuses on wealth preservation and transfer to future generations, incorporating estate planning and trust services.
Risk Tolerance
Emphasizes conservative, long-term growth with disciplined risk management through diversification.
References or Case Studies
Provides case studies demonstrating success in multigenerational estate planning, financial planning, and wealth transfer strategies.
Team Experience
Portfolio management team averages 30 years of experience.
Notable Achievements
Grew from $130 million to close to $1 billion in AUM through client referrals.
Project Track Record
Case studies demonstrating multigenerational estate planning, wealth transfer, and financial planning.
Exit Strategies
Sells holdings based on price targets, deteriorating fundamentals, or portfolio concentration.
Legal, Compliance and Contact Information
Regulatory Registrations
SEC Registered Investment Advisor (RIA)
Compliance History
No major violations mentioned
info@tuftoncapital.com
Phone Number
410-400-8500
Address
Hunt Valley United States