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Management Options and Investment Strategies
A platform ideally designed for a more affluent client that is looking for a highly custom and tax-sensitive portfolio with individual investment positions designed for their specific needs. Minimum $500,000
Using strategies similar to the SMAs, this platform allows us to bundle each of our investment strategies in our proprietary mutual funds. This seamless platform allows both advisors and investors access to top-of-the-line active money management in a cost effective manner for small accounts. Minimum $10,000
Variable Annuity Optimization Offered through 14 platforms
Utilizing sophisticated software, we can accurately define variable annuity sub-accounts that are notorious for style drift. By rebalancing the portfolios with greater clarity and precision, TPFG has added significant value by enhancing risk-adjusted returns. Minimum $10,000
We accept full fiduciary responsibility on retirement plans, and provide "safe harbor" for plan trustees. Our Portfolio Management Team will determine which of the various mutual funds and asset classes offered within the plan are exhibiting the strongest relative strength and momentum during a certain time frame and work with plan participants to allocate the portfolio appropriately.
