Services for Our On-Line Low-Cost Guidance

mgreen@tgacapitalmanagement.com 508-224-9646

While traditional financial advisors might scoff at the viability of pure robo-advisors, it’s hard to ignore the efforts of TGA Capital Management, an independent registered investment advisory providing low-cost on line advisory for individuals, through a collaboration with, indexing giant Vanguard and institutional services of Charles Scwab & Company, Inc.

TGA Capital Management, under the radar, has been offering online advice, through a combination of online, phone services, live chat, Skype, Go-To-Meeting, Email Alerts, along with weekly Financial Insights postings, helps investors create a financial plan with the help of a “Fiduciary,” by phone, annual reviews and periodic updates for a flat 0.35% annually, for accounts of $100,000 or more, focusing on accumulation and decumulation strategies. 

TGA Capital Management commitment and philosophy is to provide complete transparency for individuals seeking investment guidance through a pure online advisory provider. Our commitment about cost-efficiency is reflected at our educational and informative research website for individuals to review and to request more information on a personal basis with us. 

Some robo-advisors will struggle to get clients because of their limited marketing budgets and few prior personal relationships, which is why many are trying to partner with traditional financial advisors or well-known online sites like Yahoo and USA Today.

While Charles Schwab & Company, Inc., and Vanguard, as the second largest U.S. asset manager behind only BlackRock, has the potential to do to advisors what it did to active money managers — making them prove their value for the extra fees charged is applauded, because our philosophy and pricing is reflected to meet or exceed even the larger ROBO advisory offerings, with a significant standard and difference that separates our advisory services from the others;  by providing our services on a strict fiduciary capacity, not on a proprietary product basis.  

While Vanguard and Charles Schwab Corp. is kicking the tires on an online advice offering, TGA Capital Management since inception has always believed a low-cost advisory solution for individuals is what matters when the rubber hits the street and know through the astounding technical capabilities of the internet, we can and will be a significant resource for individual investors, while maintaining a long-trusting personal relationship through the communication of the world-wide net in a strict fiduciary capacity.

In the interim, individuals will likely be apprehensive, but in time, we believe that once individuals come to know our advisory, our guidance, pricing, and unbiased solutions, will gradually become highly known and trusted. 

So as the new technologies become more evident, accepted, we believe the new and more efficient applied applications will provide something that will always apply as it did in prior relationships, called a referral, or just plain, word of mouth. 

 “We continue at work on what we believe will be a groundbreaking and market impacting introduction of an online advisory solution,” and as we grow, it will be our understanding and only due to individuals seeking a prudent, fiduciary advisory, that will continually work earnestly to meet the trust that each advisory partner deserves, and a pricing that can be applied due to this new era of technology.  

TGA Capital Management can help individuals complete all the account forms, (Individual accounts, IRA, Roth/IRA, Trust Accounts, Educational Savings Accounts, 401k Rollovers, Retirement Plan accounts and our steps-to-take forms. 

You can review or down-load these forms at our account forms website at; https://sites.google.com/site/tgagia/about-us and always feel free to call us to help you get started at 508-224-9646 for your free preliminary consultation.

TGA Capital Management offers its services through the Schwab platform and Vanguard with the low-cost, automated investing offerings. TGA Capital Management is not limited to anyone custodial provider offering you all the investment solutions that best meets your requirements.

While still representing only a small fraction of the market, online advice platforms, such as TGA Capital Management, has grown by offering automated investment and asset allocation for a low fee, around 0.25 % to 0.35% (Percent), annually on accounts with a minimum of $100,000.00

*Automated online investment platforms hold approximately $15.7 billion in assets under management, according to a recent survey from Corporate Insight analyst Grant Easterbrook.

*Consultants have touted the potential benefits for advisers who partner with online solutions like TGA Capital Management.

Around 31% of registered investment adviser and broker-dealer executives polled in an informal Fidelity Institutional survey said that they planned to incorporate an online model into the existing business.

TGA Capital Management on-line contact website can be visited at; www.tgacapitalmanagement.com

or call 508-224-9646.

I can be emailed at; mgreen@tgacapitalmanagement.com for more detailed information.

Warmest Regards,

Michael D. Green, Principal

Twitter http://twitter.com/WiseAdviser

LinkedIn; http://www.linkedin.com/in/tgagiacapitalmanagement

Office 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.  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.

Services

TGA Capital Management provides individual and retirement plan sponsors with the following institutional providers; ADP Retirement Plan Services, Fidelity Advisor Retirement Plan Services, Charles Schwab & Co., Inc, The on-line 401k Retirement Plan Services, Ridgeworth Retirement Plan Services, I-Shares, Barkley Retirement Plan Services, Alliance Retirement Plan Services, Paychecks Retirement Plan Services. 

Fiduciary Services: Performance Reporting, Investment Cost Reporting, Tax Deferral Versus Taxable Investment, Modern Portfolio Analysis and Portfolio Allocation, Distribution of Estate Assets - Securities, Trusts, Retirement Plans, TGA Capital Management provides Securities: No-Commissions - No-Load - No-Transaction fee’s.