You're signed outSign in or to get full access.
William Little
Senior Vice President and Portfolio Manager at Tandem Investment Advisors, Inc.
About
William L. Little, CFA, is Senior Vice President and Portfolio Manager at Tandem Investment Advisors, Inc., based in Charleston, SC. He has been with the firm since 2006, rising from Research Associate to Portfolio Manager and now holding a senior leadership role. In addition to portfolio management, he is also a significant shareholder in the firm, which specializes in equity investment strategies designed to deliver low volatility capital appreciation for a variety of institutional and individual clients.
At Tandem Investment Advisors, Mr. Little manages portfolios with a focus on U.S. equity strategies, specifically including Large Cap Core, Equity, and Mid Cap Core strategies. These strategies emphasize companies exhibiting consistent growth in earnings, revenues, and cash flow, as well as steady dividend growth, applying a proprietary semi-quantitative investment process under his guidance. His expertise is concentrated in equity sectors across large and mid-cap U.S. companies that meet strict fundamental criteria for stability and sustained performance.
Mr. Little holds a Bachelor of Science in Business Administration with a concentration in Finance from the College of Charleston. He is a CFA® charterholder and has contributed to the investment industry through his involvement in establishing Tandem’s quantitative disciplines and investment process innovations. His leadership and approach have helped Tandem surpass several key asset milestones, reflecting both his investment acumen and commitment to risk-managed equity investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tandem Investment Advisors, Inc. | Senior Vice President and Portfolio Manager | Jan 2011 to Present | — |
| Tandem Investment Advisors, Inc. | Portfolio Manager | Jun 2007 to Dec 2010 | — |
| Tandem Investment Advisors, Inc. | Research Associate | Jul 2006 to May 2007 | — |
| Ameriprise Financial Services, Inc. | Financial Advisor | Jun 2004 to Jun 2006 | Analyzed and wrote comprehensive financial plans for clients in regards to their net worth, cash flow, income taxes, protection, retirement planning, education planning, and asset allocation |
Education
College of Charleston
Bachelor of Science, Business Administration, Finance
2000 — 2004
Skills & Expertise
Others at Tandem Investment Advisors, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Co-Chief Investment Officer | Charleston, SC , United States | |
| Equity Research Analyst | Charleston, SC , United States | |
W William Little Jr. | Co-Chief Investment Officer | Charleston, SC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Trading and Program Manager | Apollon Wealth Management, LLC | SC , United States | |
| Partner | Apollon Wealth Management, LLC | Cumming, GA , United States | |
C Chris Antley | Portfolio Manager | CCM Investment Advisers LLC | Mount Pleasant, SC , United States |
| President and Chief Investment Officer | CCM Investment Advisers LLC | Houston, TX , United States | |
A Andrew Duncan | Portfolio Manager | Foster Victor Wealth Advisors, LLC | Greenville, SC , United States |
J Jonathan McAdams | Chief Investment Officer | Foster Victor Wealth Advisors, LLC | SC , United States |
| Investment Associate | Anchor Investment Management, LLC | Columbia, SC , United States | |
W Walker Williams | Senior Portfolio Manager | Anchor Investment Management, LLC | Columbia, SC , United States |