A background of independent financial and investing experience, with no financial products to sell.
Unique Trading Strategies
Our strategies are customized to address each client’s investment objectives and risk tolerance.
Regular reviews measure results against clients’ individual objectives.
Our structure leaves out the guesswork and lets you focus on growing your wealth.
Mission and practice geared to delivering superior performance.
At Tidal Creek Capital we are driven to deliver performance. In our relaxed Low Country setting there are no commutes, no big city anxieties or distractions. Our time is spent on you, on your investments and on the performance that matters.
We use our time to follow markets closely working to optimize our proprietary product strategies. Importantly, we constantly monitor progress against agreed market benchmarks and adjust portfolios to help achieve goals. We invest the time to deliver.
We consider that investment time well spent.
Tidal Creek Capital is a boutique firm catering primarily to high net worth families.
- Transparent fees.
- No contract or termination fees.
- Independent and unbiased. No financial products to sell.
- Planning & investment management under one roof.
Professional resources include:
Tax*, Estate planning, Mortgage, Local real estate (Hilton Head area)
- $71M in Assets under Management
- Serving Approximately 25 States
3 Proprietary Portfolio Strategies
Global Custodians Provide: 24 x 7 account access and support.
Full access to custodian’s client resources, including thousands of branch locations worldwide.
*Tidal Creek Capital does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.