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TEJO FINANCIAL was founded in 2022 by Marc Graham, a professional engineer and long-
time finance buff. In response to rapidly changing market conditions owing to global
pandemics, wars between first-world nations, and rampant use of Fiat monetae, Tejo
Financial seeks to build a bridge over troubled financial waters to help our clients reach
their financial goals.
TEJO FINANCIAL offers online investment advice to individual clients nationwide, solely
through our interactive website. Whether your goal is capital preservation, income,
portfolio growth, or any combination of these, we will work with you to develop an asset
allocation plan to help you achieve it.
USING A VARIETY of online questionnaires, Tejo Financial
will aim to understand your
current financial situation, risk tolerance, liquidity requirements, and short-,
intermediate-, and long-term goals. Then, with careful attention to risk against potential
reward, our software will generate a plan to help guide you to your next financial
waypoint. Recommended inverstment product categories may include exchange-listed
securities, exchange-traded funds, stock options, bonds, and other regulated financial
products.
TEJO FINANCIAL does not provide legal, accounting, insurance, brokerage, or in-person
financial advisory services.
TEJO FINANCIAL does not accept custodial, managed, or discretionary accounts.
Investment Adviser BrochureTejo Financial AdvisoryPage 5
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