We believe successful individual investment starts with a fiduciary, experienced, professional, with integrity and a good plan. Our purpose-built technology makes it easy for individuals and businesses to take care of their investment by cutting through unnecessary complexity and expense. Our approach is different, no more percentage of assets under management, no AUM. Just a flat monthly fiduciary fee schedule, a low-cost venue of Mutual Funds and ETF’s, (Exchange Traded Funds). We can include individual securities in your managed account, providing you with lower costs that will result in better results.
For Individuals
Setting up an individual, trust, or retirement account for yourself use to mean consulting for hours with multiple providers, custodians, filling out confusing paperwork, and paying fees…and more fees. Saving you thousands of dollars from unnecessary fee’s in your accounts.
TGA Capital Management offers a maintenance-free investment account(s) that is focused and fully automated. Our setup process seamlessly integrates your accounts with individual institutional banking, with free ATM, and check-writing. Only takes minutes to complete. We do all the administration, recordkeeping, year-end tax reporting, investment management, and consulting.
We proudly take full accountability for every aspect of your individual account(s) as a fiduciary. Let us take care of the details of your personal financial requirements so that you can be assured of your lifestyle requirement.
For 24/7 Account Access- 24/7 Account access with your Institutional Account Custodians; Charles Schwab & CO., Inc. Vanguard, or preferred provider. Used to mean receiving a monthly paper statement, or year-end tax reporting, or filling out complicated forms, choosing between bewildering investment options and, on top of all that, feeling uncertain about how your money is managed. 24/7 account access at the touch of your mobile phone and a knowledgeable, experienced advisory with integrity.
TGA Capital Management makes it easy to understand your investment options. You can choose a recommended investment portfolio suited to your specific needs or create a custom portfolio. You’ll have constant access to investment fund data and ETF investment research and stock’s or bond information. All from our streamlined interface.
Michael D. Green,
A Registered Investment Advisory
Schedule your consultation with Mike; https://calendly.com/mgreen-5
Michael D. Green,
A Registered Investment Advisor
TGA Capital Management
mgreen@tgacapitalmanagement.com
25 Braintree Hill Office Park~ Suite 200
Braintree, MA 02184
1-508-224-9646
This is not a solicitation nor recommendation to buy or sell a security 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. Confidentiality Notice. The information in this e-mail and any attachments is confidential and may be privileged or protected by other rules, including but not limited to the Electronic Communications Privacy Act, 18 U.S.C. §§ 2510-2521. It is intended solely for the addressee(s). Access to this e-mail by anyone other than the addressee(s) is unauthorized. If you are not the intended recipient, you are not authorized to and therefore must not disclose, copy, distribute or retain this message or any part of this message.