Tandem Investment Partners, LLC is a registered investment adviser based in Princeton, New Jersey. We are organized as a limited liability company under the laws of the State of Delaware. We have been providing investment management services since 2014. Fredric Lutcher and Thomas D'Auria are our principal shareholders. Currently, we offer portfolio management services, which are personalized to each individual client.
Please refer to the description in this brochure of each type of security listed below for information on how we tailor our investment management service to your individual needs. As used in this brochure, the words "we", "our" and "us" refer to Tandem Investment Partners, LLC and the words "you", "your" and "client" refer to you as either a client or prospective client of our firm. Also, you may see the term Associated Person throughout this Brochure. As used in this Brochure, our Associated Persons are our firm's officers, employees, and all individuals providing investment management on behalf of our firm.
Portfolio Management Services We only offer discretionary portfolio management services. Our investment management is tailored to meet our clients' needs and investment objectives. If you retain our firm for investment portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and appropriate asset allocation guidelines at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to provide continuous and focused investment management and/or to make investments on your behalf. As part of our portfolio management services, we will construct and utilize an investment portfolio for you according to your asset allocation guidelines, risk tolerance and investing objectives. Once we construct an investment portfolio for you, we will monitor your portfolio's asset allocation on an ongoing basis and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. The asset allocation guidelines utilized for your investments will be reviewed with you periodically and revised as appropriate and if necessary.
If you participate in our portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Please also refer to the Item 12 Brokerage Practices - Directed Brokerage section in this brochure for more information on our authority on choosing a broker-dealer.
Discretionary authority is typically granted by the investment advisory agreement you sign with our firm. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing.
Our investment management services utilize the following securities: Common and preferred stocks (Equity Securities) Debt securities (governmental, corporate municipal) Exchange Traded Funds (ETFs) Mutual Funds Put and Call Options 4 We modify our investment management of the above based on an individual client's financial situation, risk tolerance, investment experience and objectives.
Retirement

Plan Services We offer retirement plan advisory services to employee benefit plans based upon the needs of the plan and the services requested by the plan sponsor. In general, these services may include an existing plan review and analysis, plan-level advice regarding fund selection and investment options, education services to plan participants, investment performance monitoring, and/or ongoing consulting. These retirement plan advisory services will generally be non-discretionary and advisory in nature. The ultimate decision to act on behalf of the plan shall remain with the plan sponsor.
We may also assist with participant enrollment meetings and provide investment-related educational assistance to plan participants on such topics as:
•Diversification
•Asset allocation
•Risk tolerance
•Time horizon Wrap Fee Program(s) We are not a portfolio manager to, nor sponsor of, a wrap fee program.
Types of Investments We primarily offer investment management of equity securities, debt securities, exchange traded funds ("ETFs"), mutual funds and put and call options. Additionally, we may invest in other types of investments that we deem appropriate based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our relationship.
You may request that we refrain from investing in particular securities or certain types of securities. You must provide these restrictions to our firm in writing. IRA Rollover Recommendations Effective December 20, 2021 (or such later date as the US Department of Labor ("DOL") Field Assistance Bulletin 2018-02 ceases to be in effect), for purposes of complying with the DOL's Prohibited Transaction Exemption 2020-02 ("PTE 2020-02") where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule's provisions, we must:
•Meet a professional standard of care when making investment recommendations (give prudent advice);
•Never put our financial interests ahead of yours when making recommendations (give loyal advice);
•Avoid misleading statements about conflicts of interest, fees and investments;
•Follow policies and procedures designed to ensure that we give advice that is in your best interest;
•Charge no more than is reasonable for our services; and
•Give you basic information about conflicts of interest. 5 We benefit financially from the rollover of your assets from a retirement account to an account that we manage or provide investment advice, because the assets increase our assets under management and, in turn, our advisory fees. As a fiduciary, we only recommend a rollover when we believe it is in your best interest.
Assets Under Management As of December 31, 2022, we provide continuous management services for $134,084,249 in client assets on a discretionary basis.