Freedom in how you run your practice.
We respect your client relationships.
We believe your clients are just that: Yours.
We consider you, our partner, collaborating with professionals for professionals. We don’t offer incentives or set quotas nor recommend proprietary products.
We are committed to providing the resources you need to grow and maintain your business; Full clearing and custodial services.
Private Account Management, Equity and Income securities, a variety of client account options.
A complete range of banking and trust service. Direct access to more no-load, no-transactional funds, ETF’s, stocks, fixed-income, MNLP's alternative’s, REITs, and insurance, 24/7 advisory, open architectural platform, investment proposal analytics, financial plans, Monte Carlo Simulation, electronic account submission(s) 24/7 IAR and client access, and client website.
We work with you, from the ground up, not from the top down.
How we communicate with you; File exchange, Skype, webinars, conference calls, e-lerts, cloud, internet, mobile text, and the telephone.
Types of accounts provided; include individuals, qualified retirement accounts, corporate plan sponsors, and trusts.
Know that your money is with secure financial institutions such as, Charles Schwab & Company, Inc., Vanguard and other highly rated institutional custodians.
Click below on the direct link to visit the CPA Alliance network and join today
http://tgagia.wix.com/tgacapitalmanagement
Let us be your back-office support and contact us today.
Registered Investment Advisor in Massachusetts
mgreen@TGACapitalManagement.Com
1-508-224-9646
This is not a solicitation nor recommendation to buy or sell a securities nor to imply any tax or legal advice, always seek a registered investment advisor to attain your risk/averse attitude and investment suitability before investing. All information is considered accurate and reliable, however, due to changing market, economic, taxation, institutional, and other pertinent potential cycles and variations, future results cannot be guaranteed by past performance and should be monitored on a continual periodic systematic basis to provide current advisory recommendations that meets the client short-term potential deviations and management disciplined style, while advisory provides solely long-term recommendations.