TPFG engages Wilshire to add an independent extra layer of due diligence to the management of PFG's investment strategies.
Wilshire is one of the most respected names in worldwide manager research. The 40+ year-old firm provides financial analytics, market leading indexing, asset-allocation monitoring, and ERISA 3(21) and 3(38) services for institutional investors, advisors, and intermediaries.
TPFG understands the importance of Wilshire's time-tested expert oversight for the measurement and monitoring of our strategies.
PFG strategies are the building blocks for our Strategy PLUS suite of investment solutions used by advisors helping their clients with In-plan advice.
Wilshire Manager Research Capabilities
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, their goal has remained the same: to improve people’s lives through successful investing.
Two American Funds® strategies are part of the TPFG Strategy PLUS investment platform. Through our Self-Directed Account Management Program, American Funds Models are now available in an additional 100,000 401(k), 403(b), and 457 workplace retirement accounts nationwide.
Fidelity® is a privately-owned investment management company that was established in 1 946 as a mutual fund company. Fidelity® manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors. Fidelity Institutional Asset Management® stands as a long-time leader in managing equity and fixed income portfolios, FIAM® relies on proprietary research, disciplined portfolio management, and a sophisticated trading process to deliver superior long term results.
Fidelity Institutional provides innovative technology and deep expertise to firms, while Fidelity Institutional Asset Management serves consultants and institutional investors. Based in Boston, Massachusetts, Fidelity® is one of the largest investment management firms in the United States, with over 26 million customers, $7.8 trillion in total customer assets.
For High Net Worth Individuals and Families
In today’s world of interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to managing a complex financial plan. TPFG Private Wealth Services understands this and the unique challenges faced while managing wealth and planning for the future.
We have a dedicated and experienced team of professionals who provide financial planning to high net-worth individuals and their families. Our firm offers the judgement, experience, and capability required to help high net worth investors meet their goals now and for future generations.
Portfolio Monitoring and Recommendations
Ongoing financial advice and goal tracking requires dedicated client engagement and interaction. A critical step in the process is to review investment progress and update financial plans on a periodic basis. Effectively monitoring an investment portfolio requires independent performance reconciliation and customized reporting to ensure compliance and investment policy targets.
With personalized client relationships based on trust and integrity, our goal is to provide sound financial planning advice, unique investment opportunities, superior returns, and most of all, peace of mind.
We can help. Contact Janet Lee, Executive Vice President, National Sales at janetl@tpfg.com.