Our Investment Philosophy
At the core of our investment approach to fund manager selection and asset allocation is diligent research. This research-intensive investment process focuses on adding value over the long run in two ways:
First, we use a tactical asset allocation approach that overweights asset classes when we believe they are priced at bargain levels.
Second, our investments within asset classes are chosen based on our extremely thorough due diligence. Our underlying investment philosophy demands that all asset class overweightings and fund manager allocations be based on a very high level of conviction. We believe that setting the bar high significantly increases the probability of success over a market cycle.
Our asset allocation targets are met using investment managers that we are highly confident will beat a comparable index over the long term. Our manager selection process involves extremely thorough due diligence on the management team, investment process, company culture and performance results.
We select and monitor only a small number of fund managers in each asset class who we have determined possess an investment process with an identifiable and sustainable competitive edge.
Trust: Our priority is to build a personal, committed relationship with you, based on honesty, openness, and confidentiality.
Integrity: We believe in the value of comprehensive professional financial planning. Our purpose is to help you identify what is important and valuable to you, and assist you in achieving your long-term financial goals.
Discipline: Our continuous investment research and asset management helps us maintain your portfolio in an optimized and financially healthy allocation.
Excellence: Our competent team is here to serve you. Our office culture is characterized by mutual respect and a commitment to quality.
Relationships: As an independently owned and operated firm, we have – and use – the freedom to apply creative planning strategies to attend to each client’s particular needs and circumstances. We communicate regularly with our clients.
Key Events in Tull Financial Group’s History
Robert W. Tull, Jr., also know as Robin, began his career in Financial Planning at Christian Broadcasting Network. He later transitioned to a personal career in financial planning at Financial Designs in Virginia Beach.
Robin and his team launched R.W. Tull & Associates at 1417 Battlefield Boulevard in Chesapeake, VA.
Robin served on the national ICFP Board (Institute of Certified Financial Planers), the organized community of CERTIFIED FINANCIAL PLANNER™ Professionals, which merged with the International Association of Financial Planners (IAFP) in 2000 to ultimately form what is now the Financial Planning Association (FPA).
The business formally changed its name to Tull Financial Group, Inc.
The business changed location to its current address of 640 Independence Parkway, Suite #300 in Chesapeake, VA.
TFG joined NAPFA, the leading professional association of fee-only financial advisors, where we have taken a Fiduciary Oath.
Tull Financial Group acquired LiveOak, LLC. from fellow financial advisor, Mary Beauchamp.
Over the past decade TFG has more than quadrupled its assets under management and continues to serve the Hampton Roads community and beyond!
Though we thrive on helping our clients achieve financial freedom, we know that true wealth is represented by more than just dollars and cents. We believe that giving to those in need is as important as saving for a rainy day, and we are passionate about contributing our time and resources to several causes that benefit many worthy charities. We are grateful and blessed to be a part of the Hampton Roads community, especially our home city of Chesapeake, and are deeply invested in giving back to the town which has given us so much.
Some of the organizations we are proud to support are:
- Chesapeake Wine Festival
- Paint Your Heart Out Chesapeake” (PYHOC)
- Coats for Kids
- Annual Gala