Private Sector
Whether an executive or small business owner, your organization can benefit from fee-based retirement plans and investment strategies when you turn to TCG Advisors. Your firm can capitalize on our knowledge and experience to bring innovative strategies to play in keeping and attracting key employees.
As plan advisors, we manage plans of small to medium sized firms the way they should be done. We always keep in mind the underlying participants and ultimate beneficiaries of the plan and manage the plan with the same respect and consideration towards them that we have for individual clients.
Investment Advisory and Consulting
From the start, the client and TCG agree upon an Investment Policy Statement (IPS) for the plan outlining the goals and investment style of the plan. Depending on firm size, we encourage people in the organization to be part of the plan by forming an investment advisory committee.Then, instead of just recommending funds to buy and hold, never to be heard from again, we review your plan each quarter to reassess the quality of the investments, monitor the underperformers and replace them with better quality options, and educate plan participants concerning their plans and the different options available to them.
Let us use our expertise in compensation, employee benefits, and investments to help improve your business's ability to meet your goals. We will review your existing retirement and employee benefit plans for an analysis of how to identify potential weaknesses and overall needs. Depending on your specific needs, your plans can be designed with incentive programs to encourage staff loyalty.
Contact us for more information on how we can help bridge the gap between your current position and your organizational goals.
All investing involves risk and can produce profits or losses. TCG Advisors does not guarantee your future results.