It starts with a personal relationship, focused on you
Helping women in transition
Together we build a plan to achieve your goals
That plan integrates all the experts used to execute your plan including; legal, insurance, etc.
TFC's investment management process has been built and refined over the last four decades. It starts with our Investment Committee that consists of TFC senior team members and is complemented with external investment professionals who bring different perspectives and voices to the process.
Our strategic asset allocation is implemented by carefully and thoughtfully selecting index funds and asset managers to create your globally-diversified portfolios. A disciplined approach towards rebalancing and tax-sensitive investing, our approach keeps your specific goals and needs at the forefront.
Investment Committee Members:
Voting Members:
Non-voting Members:
