Becoming a client starts with forging a partnership similar to pilot and co-pilot, or Chairman of the Board and CEO. TCG employs the four step Investment Management Process described below to evaluate our clients' initial objectives and to construct the absolute best portfolio mix to meet those objectives within the personalized discretionary account(s) at our custodian (Interactive Brokers LLC).
TCG actively manages your account(s) to ensure that your money is working for you every day. We proactively review fund performance and costs and make any necessary changes to your portfolio mix while staying true to your specified investment goals. At least once per quarter, TCG meets with each client to ensure that his or her stated investment objective remains aligned with their active portfolio. Because TCG seeks to keep transaction fees low, any change in investment objective can be implemented immediately and at very low cost.