Emerald Asset Management Inc
Financial Service
Why pick this one
Emerald Asset Management provides fiduciary portfolio management and financial planning from Rocky Mount, with James Tharin, CFA bringing over 30 years of experience.
Best for
- Individuals and families seeking customized investment portfolios
- Retirement and wealth-transfer planning
- Clients navigating inheritance, liquidity events, or other major financial transitions
- Businesses and nonprofit organizations needing institutional investment management
- Organizations seeking retirement plan consulting or cash and liquidity management
- Investors seeking a portfolio review or second opinion
Look elsewhere if
- Someone needs tax return preparation rather than tax-aware financial planning
- Someone needs banking, lending, insurance, or other non-investment financial products
- Someone wants a low-touch, standardized investment product instead of ongoing portfolio management and planning
Specialties
- Individually managed portfolios of stocks, bonds, and alternative investments
- Retirement financial planning
- Wealth transfer and legacy planning
- Portfolio reviews
- Institutional retirement plan consulting
- Institutional investment management
- Cash and liquidity management
Certifications
- Registered Investment Advisor
- CFA designation held by James Tharin
What makes them different
- Portfolios are managed in-house using individual stocks, bonds, and alternative investments
- The firm operates as a fiduciary Registered Investment Advisor
- Founder James Tharin, CFA, has more than 30 years of investment management experience
- Tyler Gupton has experience with First Citizens Bank, Guggenheim Investments, CAPTRUST, and Goldman Sachs
- The firm serves individuals, families, businesses, nonprofit organizations, and institutions
- Years in business
- 13
- Serves
- Rocky Mount
Distilled from this business's own website.
Contact & Location
- Address
- 1701 Sunset Ave Ste 302, Rocky Mount, NC 27804-4350
- Website
- https://www.emeraldam.com
- user@domain.com
Services
- Asset management
- Financial planning
- Portfolio review
- Institutional services
- Retirement plan consulting
- Cash and liquidity management