I am solely reaching out to you to introduce myself and my advisory firm.
In a recent survey; reactions from investors showed that Twenty-three percent said they would switch advisors if they found out their current advisor was not a fiduciary.
You see, taxable accounts are not required to meet the fiduciary requirement.
Currently, retirement accounts are subject to strict fiduciary regulations and guidelines designed to protect retirees and retirement accounts from undue commissions, hidden fees, and other costs.
Non-related retirement accounts (taxable accounts, annuities, trusts, joint accounts, college accounts,) are not required to be scrutinized by these strict fiduciary requirements.
Here at my firm, we believe that this is an area of concern. I believe that, when individuals invest, they should be served on all their accounts, by the fiduciary standards; Always in your best interest and with a legal responsibility, as required by the fiduciary standard.
Why you should have an IPS, (Investment Policy Statement). An Example of an Investment Policy Statement; Read more and click here to understand why you should have an Individual Investment Policy Statement.
If the person(s) your working with won’t sign onto an IPS, that’s a good signal to seek a fiduciary.
Do you know your current total investment costs?
I hope this help you to potentially avoid the pitfalls and to be more informed about discovering the difference a fiduciary can make for you.
TGA Capital Management supports the Fiduciary rule since inception in all the work we do on a reasonable fee-only, east to understand the schedule.
I will not waste your time, and I am very sincere to learn about, how I can help you and work exclusively for you.
I can assure you if you think you're being underserved, let’s make it a point to have a brief conversation.
TGA Capital Management, can be visited at; www.tgacapitalmanagement.com and I can be reached by email at; mgreen@tgacapitalmanagement.com or call us at your convenience 508-224-9646.
Michael D. Green, Principal
TGA Capital Management.Com
25 Braintree Hill Office Park
Braintree, MA 02184
A Registered Investment Advisory, RIA
Mgreen@tgacapitalmanagement.com
https://www.linkedin.com/in/tgagiacapitalmanagement
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.
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