Providing "Fiduciary Excelence" and Financial Services Since 1980
Providing Fee-Based Money Management Strategies
Seeking Absolute Returns and Low Volatility
to Independent Investment Professionals
Let Green Advisory help you preserve and grow your business
Who Should Consider Our Services?
Advisors with dormant, unprotected assets in mutual funds and annuities
Advisors with clients requesting active management
Advisors seeking fee-based income in their practice
Advisors who want to capitalize on their independence and the non-proprietary opportunities available from their firm
Advisors with a desire to help their clients preserve their assets in the event of market declines
Advisors who recognize that technology can be harnessed to effectively manage money.
Advisors who desire "Fiduciary Platform" and Best-Practice-Compliance partner.
Who is TGA Capital Management?
Founded in 1980 to validate a long held belief that artificial intelligence offered powerful
technology to analyze the constantly changing variables of our world’s markets, our philosophy has
remained steadfast throughout our year history:
We believe in Active Investment Management rather than Buy and Hold. By leveraging the talents of our people and the power of our technology, TGA Capital Managemnt strives to provide positive returns as no-commission, no conflict of interest partnering with all our clients and Advisory partners.
We believe quantitative tools provide a powerful foundation to extract useful and accurate information without the “noise” of the financial markets.
Freedom in How you run your practice.
We consider you, our partner, collaborating with professionals for professionals. We don’t offer incentives or set quotas for proprietary products. And we don’t set size restrictions that can limit your abilities.
Respect for your client relationships.
We believe your clients are just that: Yours. You own your book of business. You can sell it when you retire or even take it with you in the unlikely event you should depart or you can transition to a life-long income without the sale of your business.
Effective Advisory/Client Marketing.
Everyone wants your business. We strive to bring you business through our ongoing client generating,
visionary market approach, through educational, conferencing, Niche-lead generation, and imaginative
concepts and strategies. 24/7 client website, email alerts, bill-pay, plan administration, research, and
electronic account submission and more.
Providing Financial Services Since 1980
The support and resources of a our respected institutional custodians.
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 universe of No-Load Mutual Funds, No-Transaction (Core Funds) or other hidden fee's not only helps you avoid conflict-of-interest, but also assures your doing the right thing in the best interest of the investment community, along with complete range of banking and trust service; Mortgage, Bank CD's, And a direct access to more no-load, no-transactional funds, ETF’s, and insurance, 24/7 advisory and client website.
TGA Capital Management provides a mulitude of client/advisory IT, for specific client and corporate retirement plan requirements, all on non-commission basis. We can also provide, a complete no cost plan administration for all corporate retirement plan requirements, signature ready 5500 annual filing, along with payroll services and a number of group insurance benefits; Self-Funding, Group Health, Volunter Benefits, to help the corporate entitiy and the business owners, that desire cost-effective application that is truly geared to providing guidance for the succesful High Income Client and Adviser.
"We work with you, from the ground up, not from the top down. Nothing grows from the top-down. Some good soil, good seed(s), and continual water, and a professional coalition will grow."
The Door of Opportunity is Present.
"This is a new economy demading "Fiduciary, Transparent, Compliant Guidance."
“When one door closes another opens; but we often
look so regretfully upon the closed door that we
do not see the one that is opened for us."
Right now, during these challenging and
difficult economic times, people are facing
more closed doors than ever before. Some people
are like the news media - they focus on what's
negative. In life, being positive is better."
"Our advisory model is Unique for our advisory partners and will impact the financial landscape in being the right conveyancer for the community, while make a living."
“How can I increase my mobility and the client‘s I serve,” in spite of these challenging times?
“One door closes another opens. It will only open for you if you're looking for it. What's the one thing
you're fretting over that you can convert into a new opportunity for yourself?
Visionary Leadership, profound gratitude, a professional coalition, acting in a fiduciary capacity. for the
interest of those we serve.
Transform Ideas Into Action, A coalition made up of experienced advisors, Where you can recharge,
share best practices and Gain valuable insights.
The support of an advisory since 1980, and respected Institutional Custodians.
Transitional support, throughout your practice cycle. An advisory coalition, that, provides residual, from
inception through fulfillment.
For more information about joining TGA capital Management, I can be contacted by calling 508-224-9646 or email at; mgreen@tgacapitalmanagement.com