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Asset Management

At TFG, we take a holistic planning approach with clients with an emphasis on asset location. Our top goal is to seek the highest long-term returns within our client’s risk tolerance.

We design and manage customized portfolios making sure to meet our client’s time horizon and liquidity needs. We know each client’s situation is different, so we offer both strategic and tactical asset management options.

  • Strategic Models: These are designed to meet multiple investment objectives through diversified asset allocation based on Modern Portfolio Theory. We have a long-term view on our holdings and tilt weightings based on macro-economic changes. Portfolio design is made up primarily of low-cost Exchange-Traded Funds (ETFs) and mutual funds from highly rated asset managers.

  • Dynamic Models: These focus on a tactical asset allocation approach employing ETFs and mutual funds as well as an option to utilize individual equities and alternatives.

As wealth managers, we can control risk, which can help mitigate volatility. We believe a less volatile portfolio is the key to long-term success. Finally, with each client, we provide ongoing communication and portfolio monitoring which includes investment adjustments and rebalancing.

Investment Committee

At our firm, the investment allocation process is meticulously tailored to meet the unique needs and objectives of our esteemed clients. Our experienced portfolio managers employ a disciplined approach, combining thorough research, market analysis, and risk assessment to craft well-diversified portfolios that strive to maximize returns while managing risk.

We believe in a balanced approach that blends various asset classes, including equities, fixed income, alternative investments, and cash equivalents, in line with each client’s risk tolerance and investment horizon. Our diligent monitoring and ongoing adjustments ensure that your portfolio remains aligned with your evolving financial goals, market trends, and changing economic conditions.

With a focus on transparency, open communication, and a commitment to delivering consistent results, our investment allocation process is designed to provide you with peace of mind and the potential for long-term financial success.

Our Investment Partners

Our Process
Our History
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