Asset Management
Creating the appropriate asset class mix to match your goals
Asset class allocation and strategic market-sector weighting are, in our opinion, the most important drivers of investment returns. To achieve long-term investment success, we develop a diversified portfolio that includes low-cost and specialized no-load mutual funds, while periodically rebalancing your portfolio back to its target asset weightings.
We believe that managing managers, rather than picking stocks, is the key to long-term portfolio success. Our clients have enjoyed investment results with below-market levels of volatility (as measured by the standard deviation of the S&P 500 Index) due to our success in combining non-correlated asset classes in client portfolios.
TFC's portfolio management process is built upon our comprehensive financial planning process, which helps clients define their most important financial goals. Our portfolio management team excels in translating your objectives and constraints into a customized Investment Policy Statement that defines your optimal asset allocation and portfolio structure.
TFC manages client investment accounts of $2 million and up and charges management fees according to our asset-based fee schedule, which is competitive with private wealth management industry norms. Fees are deducted quarterly in arrears directly from client accounts.